Tae
Harte
Sargent Investment Group
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About this Advisor
Tae Harte is a financial advisor based out of Bethesda, Maryland with a total of 5 years of relevant experience. Harte currently works for Sargent Investment Group. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Sargent Investment Group LLC. Harte has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Sargent Investment Group is an advisory business headquartered in Bethesda, MD. It administers $1 billion in assets under management among its 1,139 accounts, making it one of the larger firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,139 accounts, 58% are associated with high-net-worth clients who have greater than $1 million in assets. Sargent Investment Group performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on the services provided. Fees charged by Sargent Investment Group most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sargent Investment Group Brokerage Details
$1,012,662,000
13
1,139
$889,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tae Harte Work History
Tae has been registered as a financial advisor for 5 years.*
Sargent Investment Group LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Tae Harte 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 Sargent Investment Group
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, 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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