Charles
Stone

Sagepoint Financial, Inc

CRD#1418548
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Charles Stone is a certified financial planner working out of Pittsburgh, Pennsylvania, who has 17 years of financial industry experience. Stone currently works for Sagepoint Financial, Inc. Over the course of their career, they have held roles at American General Securities Inc, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Stone maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Texas and Pennsylvania. Sagepoint Financial, Inc is a financial advisory company operating out of Pittsburgh, Pennsylvania. It has offices in 615 locations and a total of 2,032 advisors. It administers $7 billion in assets under management between its 33,830 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 67 charitable organizations. Of its 33,830 accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in assets. Sagepoint Financial, Inc performs a wide range 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. Fees for financial advisory services largely are based on the financial services. Fee types billed by Sagepoint Financial, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

No

Office Location

Northern Light Tower, 1010 Western Avenue Suite 600
Pittsburgh, PA 15233

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

PA Average: 37
Total Number of Accounts

42,989

PA Average: 1,370
Average Account Size

$185,820

PA 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

Charles Stone Work History

Charles has 17 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2001 - Present (18 years)

American General Securities Inc

2008 - 2009 (1 year)

Aig Financial Advisors, Inc

Disclosures

Charles Stone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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