Jeffrey
Sargent
Stansberry Asset Management, LLC
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About this Advisor
Jeffrey Sargent is a financial advisor based in Trumbull, Connecticut, working with Stansberry Asset Management, LLC. Jeffrey has previously held positions at Westport Resources, Sargent Compliance Consulting, Lpl Financial LLC, Northstar Wealth Partners LLC, Brite Advisors LLC, and Stansberry Asset Management. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and New York. Currently, Jeffrey is part of Stansberry Asset Management, LLC, which operates out of Trumbull, Connecticut. The firm has 3 offices and 36 employees. The firm manages assets totaling $875.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Stansberry Asset Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stansberry Asset Management, LLC Brokerage Details
$875,527,805
36
2,636
$332,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Sargent Work History
Stansberry Asset Management
Brite Advisors LLC
Lpl Financial LLC
Northstar Wealth Partners LLC
Sargent Compliance Consulting
Westport Resources
Disclosures
Please visit the SEC profile of Jeffrey Sargent 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 Stansberry Asset Management, LLC
Roanoke, TX
New York, NY
San Mateo, CA
San Mateo, CA
Clifton Park, NY
Winter Park, FL
Roanoke, TX
San Mateo, CA
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