Marguerite
Sansone
Saxony Capital Management, LLC
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About this Advisor
Marguerite Sansone is a financial advisor based in Saint Louis, Missouri, working with Saxony Capital Management, LLC. Marguerite has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Commerce Bank, Convergys, Saint Louis Bread Company, McDonald's, Saxony Securities Inc, and Saxony Capital Management. Marguerite has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Marguerite is part of Saxony Capital Management, LLC, which operates out of Saint Louis, Missouri. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 million and 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Marguerite Sansone Work History
Saxony Securities Inc
Saxony Capital Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Commerce Bank
Convergys
Saint Louis Bread Company
Mcdonald'S
Disclosures
Please visit the SEC profile of Marguerite Sansone 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 Saxony Capital Management, LLC
Saint Louis, MO
Saint Louis, MO
Suttons Bay, MI
Hamilton, OH
Saint Louis, MO
Downingtown, PA
Branson, MO
Chesterfield, MO
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