Erica
Salzmann-Talbi

Sagepoint Financial, Inc

CRD#1790807
Investment Advisor
in Poughkeepsie, NY

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About this Advisor

Erica Salzmann-Talbi is a certified financial planner working in Poughkeepsie, New York who has 2 years of industry experience. Salzmann-Talbi currently works for Sagepoint Financial, Inc. Throughout their career, Salzmann-Talbi has worked at American General Securities Inc and Sagepoint Financial, Inc. Salzmann-Talbi holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Sagepoint Financial, Inc is a financial advisory business operating out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 advisors. It has $17 billion in assets under management across its 86,848 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 113 charities and foundations. Of its 86,848 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business offers a broad set 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. Financial advisory fees largely vary depending on which services are offered. Fees charged by Sagepoint Financial, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Laffin Lane
Poughkeepsie, NY 12603

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

NY Average: $1,555,372,352
Total Number of Employees

3,563

NY Average: 37
Total Number of Accounts

86,848

NY Average: 1,370
Average Account Size

$189,744

NY Average: $1,135,308

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

Erica Salzmann-Talbi Work History

Erica has been registered as a financial advisor for 2 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

1997 - Present (27 years)

American General Securities 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 Erica Salzmann-Talbi 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

Leo Choquette
Braintree, MA
Samantha Fleming
Framingham, MA
Kelcie Schiraldi
Youngstown, OH
David Walkup
Spring, TX
Kenneth Hagar
Sterling Heights, MI
Courtney Carr
De Pere, WI
Alan Pederson
Phoenix, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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