Brian
Sirota
Sagepoint Financial, Inc
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About this Advisor
Brian Sirota is a financial advisor working in Pompano Beach, Florida who has 18 years of industry experience. Sirota is currently employed by Sagepoint Financial, Inc. They have been with Sagepoint Financial, Inc for all of their career. Sirota has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. 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 advisors. It handles $17 billion in total assets across its 86,848 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 113 charities and foundations. Of its 86,848 client accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. Sagepoint Financial, Inc provides a number 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. A financial advisor's fee schedules typically vary depending on which services are provided. However, fees charged by Sagepoint Financial, Inc most likely consist 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
Brian Sirota Work History
Brian has been registered as a financial advisor for 18 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 Brian Sirota to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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