Stephen
Carew

Sagepoint Financial, Inc

CRD#2614343
Investment Advisor
in Lewiston, ME

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About this Advisor

Stephen Carew is a financial advisor based in Lewiston, Maine, who has 27 years in the industry. Carew is an advisor for Sagepoint Financial, Inc. Their career trajectory has included roles at General Electric Co, New England Securities, Metlife Securities Inc, Mml Investors Services, LLC, Sagepoint Financial, Inc and Massachusetts Mutual Life Insurance Company. Carew holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Maine and New Hampshire. Sagepoint Financial, Inc is a registered investment firm that has its headquarters in Lewiston, Maine. It has offices in 564 locations and a total of 1,954 advisors. It manages $10 billion in total assets across its 46,390 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 83 charities and foundations. Of its 46,390 accounts, 16% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs 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. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Sagepoint Financial, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

27 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, Commissions

Disclosures

No

Office Location

103 Park Street
Lewiston, ME 04240

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

ME Average: $1,555,372,352
Total Number of Employees

1,954

ME Average: 37
Total Number of Accounts

46,390

ME Average: 1,370
Average Account Size

$215,462

ME Average: $1,135,308

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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

Stephen Carew Work History

Stephen has 27 years of experience.

2018 - Present (3 years)

Sagepoint Financial, Inc

1993 - Present (28 years)

General Electric Co

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2018 (3 years)

Metlife Securities Inc

1995 - 2015 (20 years)

New England Securities

Disclosures

Stephen Carew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Lindy Brock
Summerfield, FL
Eric Nohner
Saint Paul, MN
David Richmond
Saint Joseph, MO
Zach Buettner
Waterloo, IL
Gary Schaudt
Marshalltown, IA
Denise Storm
Chariton, IA
Thomas Flegal
Edgerton, OH
John Rhoades
Colleyville, TX

This content was compiled from the SEC and FINRA.

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