Derrick
Ossi
Sagepoint Financial, Inc
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About this Advisor
Derrick Ossi is a financial advisor who works out of New York, New York who has 1 year of industry experience. Ossi is on the advisory team at Sagepoint Financial, Inc. Their career trajectory has included roles at Park Avenue Securities LLC, Guardian Life Insurance Co, William Paterson University, Medassets Inc, Northeast Planning, Mml Investors Services, Massmutual, Lpl Financial LLC and Sagepoint Financial, Inc. Ossi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey, New York and Texas. Sagepoint Financial, Inc is a firm that has its headquarters in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 people on staff. It has $17 billion in assets under management across its 86,848 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 113 charitable organizations. Of its 86,848 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number of services, such as 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. Financial management fees are based on which services the firm provides the client. Fee types charged by Sagepoint Financial, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Derrick Ossi Work History
Derrick has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Lpl Financial LLC
Mml Investors Services
Massmutual
Park Avenue Securities LLC
Guardian Life Insurance Co
Northeast Planning
William Paterson University
Medassets Inc
*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 Derrick Ossi 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 Sagepoint Financial, Inc
Appleton, WI
Boerne, TX
Center, TX
Spring, TX
San Diego, CA
Phoenix, AZ
Phoenix, AZ
Milwaukee, WI
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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