Daniel
Lester
Sagebroadview Wealth Management, LLC
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About this Advisor
Daniel Lester is a financial advisor based in Farmington, Connecticut, working with Sagebroadview Wealth Management, LLC. Daniel has previously held positions at Sagebroadview Wealth Management, LLC, Bentley University, Barnum Financial Group, Farmington Amateur Athletic Club, and Farmington High School. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Daniel is part of Sagebroadview Wealth Management, LLC, which operates out of Farmington, Connecticut. The firm has 2 offices and 5 employees. The firm manages assets totaling $317.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Sagebroadview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagebroadview Wealth Management, LLC Brokerage Details
$317,621,091
5
586
$542,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Lester Work History
Sagebroadview Wealth Management, LLC
Bentley University
Sagebroadview Wealth Management, LLC
Barnum Financial Group
Bentley University
Farmington Amateur Athletic Club
Bentley University
Farmington High School
Disclosures
Please visit the SEC profile of Daniel Lester 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 Sagebroadview Wealth Management, LLC
Farmington, CT
Farmington, CT
Morristown, NJ
Farmington, CT
Farmington, CT
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