Sagepoint Financial, Inc

Investment Advisor
in Pittsburgh, PA
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About this Advisor

Deepak Kotwal is a certified financial planner who works out of Pittsburgh, Pennsylvania, who has been in the financial industry for 10 years. Kotwal currently works for Sagepoint Financial, Inc. Their career trajectory has included roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Kotwal holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Sagepoint Financial, Inc is a financial advisory business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in 615 locations and a total of 2,032 people on staff. It oversees $7 billion in assets under management across its 33,830 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 67 charities and foundations. Of its 33,830 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Sagepoint Financial, Inc has a broad 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 typically depend on the financial services offered. Fees billed by Sagepoint Financial, Inc can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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



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


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


PA Average: 37
Total Number of Accounts


PA Average: 1,370
Average Account Size


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

Deepak Kotwal Work History

Deepak has 10 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 year)

Aig Financial Advisors, Inc


Deepak Kotwal has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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