Justin
Weidenfeld
Sagepoint Financial, Inc
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About this Advisor
Justin Weidenfeld is a certified financial planner based in New York, New York with a total of 1 year of industry experience. Weidenfeld is on the advisory team at Sagepoint Financial, Inc. Their career trajectory has included roles at Brooklyn Sports & Entertainment Global, Miami Dolphins, University Of Florida, Spanish River Community High School, Ubs Financial Services and Sagepoint Financial, Inc. Weidenfeld maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Sagepoint Financial, Inc is a financial advisory business based out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 financial advisors. It controls $17 billion in assets under management among its 86,848 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 113 charitable organizations. Of its 86,848 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. Sagepoint Financial, Inc 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 advisory fees usually are based on which service is provided. Fee types billed by Sagepoint Financial, Inc most likely include 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
Justin Weidenfeld Work History
Justin has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Miami Dolphins
Ubs Financial Services
Brooklyn Sports & Entertainment Global
University Of Florida
Spanish River Community High School
*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 Justin Weidenfeld 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
Sterling Heights, MI
Oldsmar, FL
Lemont Furnace, PA
Spring, TX
De Pere, WI
Framingham, MA
Phoenix, AZ
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.
