Sagepoint Financial, Inc
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
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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.
Sagepoint Financial, Inc
General Electric Co
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
Stephen Carew has no disclosures.
Please visit their SEC profile for more details.
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