Timothy
Sepsi

Sagepoint Financial, Inc

CRD#6144554
Investment Advisor
in Lemont Furnace, PA

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About this Advisor

Timothy Sepsi is a financial advisor working in Lemont Furnace, Pennsylvania, who has 7 years of relevant experience. Sepsi is an advisor for Sagepoint Financial, Inc. Throughout their career, Sepsi has worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Greene County Country Club, Sepsico, LLC, Aflac and Sagepoint Financial, Inc. Sepsi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Sagepoint Financial, Inc is a company that has its headquarters in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 employees. It oversees $17 billion in total assets across its 86,848 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 113 charities and foundations. Of its 86,848 client accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as 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. Fees for financial advice depend on which service is provided. However, fees charged by Sagepoint Financial, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

1320 Connellsville Road Suite A
Lemont Furnace, PA 15456

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

PA Average: $1,555,372,352
Total Number of Employees

3,563

PA Average: 37
Total Number of Accounts

86,848

PA Average: 1,370
Average Account Size

$189,744

PA Average: $1,135,308

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

Timothy Sepsi Work History

Timothy has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sagepoint Financial, Inc

2015 - Present (9 years)

Sepsico, LLC

2013 - Present (11 years)

Various Insurance Carriers For W&R Insurance Agencies

2016 - 2016 (< 1 year)

Aflac

2013 - 2016 (3 years)

Waddell & Reed, Inc

2013 - 2013 (< 1 year)

Greene County Country Club

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Sepsi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Courtney Carr
De Pere, WI
Stavros Moforis
Oldsmar, FL
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Sean Mannello
Phoenix, AZ
Samantha Fleming
Framingham, MA
Alan Pederson
Phoenix, AZ
Jeffrey Dzwonkowski
Syracuse, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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