Dino
Querze

Sagepoint Financial, Inc

CRD#4518622
Investment Advisor
in Stamford, CT

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About this Advisor

Dino Querze is a financial advisor working out of Stamford, Connecticut who has 16 years of industry experience. Querze currently works for Sagepoint Financial, Inc. They have spent their whole employment at Sagepoint Financial, Inc. Querze holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Massachusetts. Sagepoint Financial, Inc is a financial advisory business operating out of Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 people on staff. It handles $17 billion in assets under management across its 86,848 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 113 charitable organizations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. Sagepoint Financial, Inc offers a broad array of services, including 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 largely depend on the services offered. Fees billed by Sagepoint Financial, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

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

Stamford, 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

Dino Querze Work History

Dino has been registered as a financial advisor for 16 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*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 Dino Querze 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

Jeffrey Dzwonkowski
Syracuse, NY
Courtney Carr
De Pere, WI
David Walkup
Spring, TX
Leo Choquette
Braintree, MA
Timothy Sepsi
Lemont Furnace, PA
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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