Sagepoint Financial, Inc

Investment Advisor
in Pittsburgh, PA
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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



Office Location

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

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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

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


Mark Speedy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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