David
Sullwold

Sagepoint Financial, Inc

CRD#2242306
Investment Advisor
in Portland, OR
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About this Advisor

David Sullwold is a certified financial planner who works out of Portland, Oregon, with a total of 14 years in the industry. Sullwold works at Sagepoint Financial, Inc. Their career trajectory has included roles at Sunamerica Securities, Inc, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sullwold has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Alaska, California, North Carolina, Washington, Connecticut and Oregon. Sagepoint Financial, Inc is a firm that has its headquarters in Portland, Oregon. It has offices in 615 locations and a total of 2,032 advisors. It oversees $7 billion in assets between its 33,830 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 67 charities and foundations. Of its 33,830 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a diverse range 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

5100 Southwest Macadam Avenue Suite 525
Portland, OR 97239-3862

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

OR Average: 37
Total Number of Accounts

42,989

OR Average: 1,370
Average Account Size

$185,820

OR 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

David Sullwold Work History

David has 14 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

2004 - Present (15 years)

Sunamerica Securities, Inc

Disclosures

David Sullwold has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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