Mark
Speedy

Sagepoint Financial, Inc

CRD#5852195
Investment Advisor
in Pittsburgh, PA
Are you Mark Speedy? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Speedy is a certified financial planner working in Pittsburgh, Pennsylvania, who has been in the advisory business for 14 years. Speedy currently works for Sagepoint Financial, Inc. Throughout their career, Speedy has worked at T & D Advisors, Inc, Bny Mellon Financial and Sagepoint Financial, Inc. Speedy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Ohio, West Virginia, Colorado, Illinois and Pennsylvania. Sagepoint Financial, Inc is a registered investment company operating in Pittsburgh, Pennsylvania. The investment advisory business has offices in 615 locations and a total of 2,032 financial advisors. It administers $7 billion in total assets across its 33,830 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 67 charitable organizations. Of its 33,830 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number 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. Financial management fees are based on which services the firm provides the client. However, fees charged by Sagepoint Financial, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

No

Office Location

TdandS Advisors 790 Holiday Drive Foster Plaza Eleven
Pittsburgh, PA 15220

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Mark Speedy Work History

Mark has 14 years of experience.

2010 - Present (9 years)

T & D Advisors, Inc

2010 - Present (9 years)

Sagepoint Financial, Inc

2004 - 2010 (6 years)

Bny Mellon Financial

Disclosures

Mark Speedy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started