Sagepoint Financial, Inc
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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
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Joseph Dambrosio has disclosures.
Please visit their SEC profile for more details.