David
Dormady

Sagepoint Financial, Inc

CRD#837174
Investment Advisor
in Austin, TX
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About this Advisor

David Dormady is a certified financial planner in Austin, Texas. Currently a registered advisor with Sagepoint Financial, Inc, Dormady has 13 years of experience as a registered investment advisor. Dormady holds a Series 63 license, which designates the advisor as a securities representative. Dormady is registered to work with customers in New Mexico, Wyoming, Texas and Virginia. Their career trajectory has included roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Austin, Texas, and operates out of 615 additional brick-and-mortar locations throughout the nation. In total, Sagepoint Financial, Inc oversees $7 billion in assets across 33,830 accounts and retains more than 2,032 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Sagepoint Financial, Inc provides 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

Series 63, Certified Financial Planner

Years of Experience

13 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

2113 Shoalmont
Austin, TX 78756

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,016,892,002

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

2,032

TX Average: 37
Total Number of Accounts

33,830

TX Average: 1,370
Average Account Size

$207,416

TX 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

David Dormady Work History

David has 13 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

David Dormady has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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