Faisal
Magsi

Sfg Wealth Management

CRD#6668846
Investment Advisor
in Millersville, MD

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About this Advisor

Faisal Magsi is a financial advisor who works out of Millersville, Maryland with a total of 1 year of relevant experience. Magsi works at Sfg Wealth Management. Their career trajectory has included roles at Advisors Capital Management, LLC, Td Bank, Graniteshares, Inc, Foreside Fund Services, LLC, Profunds Distributors, Inc, Triad Advisors, Prostatis Financial Advisors Group, Lpl Financial LLC and Sfg Wealth Management. Magsi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Sfg Wealth Management is an advisory firm operating out of Towson, MD. It controls $442 million in assets under management across its 1,588 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,588 accounts, 42% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Sfg Wealth Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8530 Veterans Highway
Millersville, MD 21108

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Sfg Wealth Management Brokerage Details

Total Assets Under Management

$441,723,236

MD Average: $6,889,882,315
Total Number of Employees

14

MD Average: 45
Total Number of Accounts

1,588

MD Average: 765
Average Account Size

$278,163

MD Average: $9,006,382

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

Faisal Magsi Work History

Faisal has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Sfg Wealth Management

2021 - 2022 (1 year)

Prostatis Financial Advisors Group

2020 - 2021 (1 year)

Triad Advisors

2019 - 2020 (1 year)

Profunds Distributors, Inc

2018 - 2019 (1 year)

Graniteshares, Inc

2018 - 2019 (1 year)

Foreside Fund Services, LLC

2015 - 2018 (3 years)

Advisors Capital Management, LLC

2011 - 2015 (4 years)

Td Bank

*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 Faisal Magsi 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 Sfg Wealth Management

Kenneth Pegher
Towson, MD
Timothy Carne
Towson, MD
Michael Crabb
Towson, MD
Eric Hart
Towson, MD
Adam Ariosa
Towson, MD
Faisal Magsi
Millersville, MD
William Swartz
Towson, MD
William Sokol
Towson, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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