Richard
Lewis

Sagepoint Financial, Inc

CRD#2024566
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Richard Lewis is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Sagepoint Financial, Inc, Lewis has 10 years of work experience in the financial advisory industry. Lewis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Lewis is able to advise investors in Florida, Pennsylvania, New Jersey and Texas. Over the course of their career, Lewis has held roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is located in Pittsburgh, Pennsylvania, and has 615 additional brick-and-mortar locations in the country. As a company, Sagepoint Financial, Inc oversees $7 billion in assets throughout 33,830 client accounts and employs more than 2,032 people. The level of assets currently under the firm's management makes it one of the biggest investment 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 advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in 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 may charge clients 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

No

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

Richard Lewis Work History

Richard has 10 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 years)

Aig Financial Advisors, Inc

Disclosures

Richard Lewis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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