Mariah
Cudlipp-Gant
Sagepoint Financial, Inc
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About this Advisor
Mariah Cudlipp-Gant is a financial advisor based in Pittsford, New York who has 5 years of industry experience. Cudlipp-Gant is on the advisory team at Sagepoint Financial, Inc. The advisor has gained experience at Honeoye Falls-Lima Central School, Black Knight Financial Services, Jacksonville University, Mec Financial Services, Inc, Cudlipp Advisor Services, LLC, United Planners Financial Services Of America, Mariah Cudlipp Independent Insurance and Sagepoint Financial, Inc. Cudlipp-Gant holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, New York, Pennsylvania and Texas. Sagepoint Financial, Inc is an advisory business that has its headquarters in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It has $17 billion in assets under management between its 86,848 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 113 charities and foundations. Of its 86,848 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. Sagepoint Financial, Inc provides 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 typically are based on which service is offered. Fee types charged by Sagepoint Financial, Inc most likely include some blend 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
Mariah Cudlipp-Gant Work History
Mariah has been registered as a financial advisor for 5 years.*
Cudlipp Advisor Services, LLC
Sagepoint Financial, Inc
Mec Financial Services, Inc
Mariah Cudlipp Independent Insurance
United Planners Financial Services Of America
Black Knight Financial Services
Jacksonville University
Honeoye Falls-Lima Central 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 Mariah Cudlipp-Gant 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
Youngstown, OH
De Pere, WI
Syracuse, NY
Spring, TX
Lemont Furnace, PA
Sterling Heights, MI
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.
