Bryan
Kotlarz
Sagepoint Financial, Inc
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About this Advisor
Bryan Kotlarz is a certified financial planner based out of East Hartford, Connecticut, with a total of 3 years of industry experience. Kotlarz is an employee of Sagepoint Financial, Inc. The advisor has gained experience at T.D. Bank N.A, Td Private Client Wealth LLC, Td Bank, N.A and Sagepoint Financial, Inc. Kotlarz holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Sagepoint Financial, Inc is an advisory company operating out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 advisors. It manages $17 billion in total assets between its 86,848 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 113 charities and foundations. Of its 86,848 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a diverse array 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 typically are based on the financial services provided. Fees billed by Sagepoint Financial, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Bryan Kotlarz Work History
Bryan has been registered as a financial advisor for 3 years.*
Sagepoint Financial, Inc
Td Bank, N.A
Td Private Client Wealth LLC
Td Private Client Wealth LLC
Td Bank, N.A
Td Private Client Wealth LLC
Td Bank, N.A
T.D. Bank N.A
Td Private Client Wealth LLC
T.D. Bank N.A
*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 Bryan Kotlarz 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
Braintree, MA
Sterling Heights, MI
Syracuse, NY
Spring, TX
Lemont Furnace, PA
Youngstown, OH
Phoenix, AZ
Fresno, CA
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.
