Dodd
Disler
Sagace Wealth Management
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About this Advisor
Dodd Disler is a financial advisor based in Saint Petersburg, Florida, working with Sagace Wealth Management. Dodd has previously held positions at Cs Planning Corp, Sagace Wealth Management LLC, and Micromo Electronics Inc. Dodd has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Dodd is part of Sagace Wealth Management, which operates out of Saint Petersburg, Florida. The firm has 6 employees and manages assets totaling $100.4 million. The firm 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 other services. The fee structure at Sagace Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagace Wealth Management Brokerage Details
$100,444,661
6
205
$489,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Dodd Disler Work History
Sagace Wealth Management LLC
Cs Planning Corp
Micromo Electronics Inc
Disclosures
Please visit the SEC profile of Dodd Disler 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 Sagace Wealth Management
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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