Joseph
Dambrosio

Sagepoint Financial, Inc

CRD#1787052
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Joseph Dambrosio is a certified financial planner in Pittsburgh, Pennsylvania. Currently an advisor at Sagepoint Financial, Inc, Dambrosio has 10 years of practice as a financial advisor. Dambrosio has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Dambrosio is able to advise customers based out of Florida, Pennsylvania and Nebraska. Over the course of their career, they have held roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is based out of Pittsburgh, Pennsylvania, and has 615 additional locations in the United States. As a registered investment firm, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 accounts and retains more than 2,032 people. The level of assets currently under the firm's management 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 investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Sagepoint Financial, Inc can offer 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's fees may include 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

Disclosures

Yes

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

Joseph Dambrosio Work History

Joseph has 10 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 year)

Aig Financial Advisors, Inc

Disclosures

Joseph Dambrosio has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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