Stephen
Repak

Sagepoint Financial, Inc

CRD#3216162
Investment Advisor
in Charlotte, NC
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About this Advisor

Stephen Repak is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Sagepoint Financial, Inc, they have gathered 13 years of work experience. Repak has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Repak can act as a financial advisor in Colorado, Florida, North Carolina and South Carolina. Repak has gained experience at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is based out of Charlotte, North Carolina, and operates out of 615 other offices across the nation. In aggregate, Sagepoint Financial, Inc manages $7 billion in assets across 33,830 accounts and employs more than 2,032 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Sagepoint Financial, Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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, Commissions

Disclosures

Yes

Office Location

7540 Matthews Mint Hill Road
Charlotte, NC 28227

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,016,892,002

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

2,032

NC Average: 37
Total Number of Accounts

33,830

NC Average: 1,370
Average Account Size

$207,416

NC Average: $1,135,308

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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

Stephen Repak Work History

Stephen has 13 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Stephen Repak has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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