Trent
Sadler

Stansberry Asset Management, LLC

CRD#7677484
Investment Advisor
in New York, NY

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About this Advisor

Trent Sadler is a financial advisor who works in New York, New York. Sadler is currently employed by Stansberry Asset Management, LLC. Sadler has gained experience at Stansberry Asset Management and Santa Clara University. Sadler maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California. Stansberry Asset Management, LLC is a firm operating out of New York, NY. It has offices in two locations and a total of 35 people on staff. It manages $678 million in assets under management between its 820 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 820 client accounts, 73% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types charged by Stansberry Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

420 Lexington Avenue Suite 2216
New York, NY 10017

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$677,957,556

NY Average: $7,464,549,021
Total Number of Employees

35

NY Average: 88
Total Number of Accounts

820

NY Average: 3,892
Average Account Size

$826,778

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Trent Sadler Work History

Trent has been registered as a financial advisor for 0 years.*

2019 - Present (5 years)

Stansberry Asset Management

2015 - 2019 (4 years)

Santa Clara University

*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 Trent Sadler 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 Stansberry Asset Management, LLC

Jared Skinner
San Mateo, CA
Jeffrey Starr
New York, NY
William Pedersen
San Mateo, CA
Tomislav Vatavuk
San Mateo, CA
Christopher Gilmor
San Mateo, CA
Claire Snider
New York, NY
Trent Sadler
New York, NY
Christopher Delaura
New York, NY

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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