Brian
Noe

Sagepoint Financial, Inc

CRD#5567219
Investment Advisor
in Milford, CT

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About this Advisor

Brian Noe is a financial advisor who works out of Milford, Connecticut who has 1 year of industry experience. Noe is an advisor for Sagepoint Financial, Inc. Over the course of their career, they have held roles at Guardian Life Ins Co Of America, Park Ave Securities, Lincoln Financial Advisors and Sagepoint Financial, Inc. Noe maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut. Sagepoint Financial, Inc is a company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 employees. It administers $17 billion in assets among its 86,848 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 113 charities and foundations. Of its 86,848 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of services provided. Fees charged by Sagepoint Financial, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Milford, CT

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

CT Average: $1,555,372,352
Total Number of Employees

3,563

CT Average: 37
Total Number of Accounts

86,848

CT Average: 1,370
Average Account Size

$189,744

CT Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Noe Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sagepoint Financial, Inc

2015 - 2022 (7 years)

Lincoln Financial Advisors

2008 - 2015 (7 years)

Guardian Life Ins Co Of America

2008 - 2015 (7 years)

Park Ave Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Noe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Timothy Sepsi
Lemont Furnace, PA
Courtney Carr
De Pere, WI
David Walkup
Spring, TX
Jeffrey Dzwonkowski
Syracuse, NY
Kenneth Hagar
Sterling Heights, MI
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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