Sagepoint Financial, Inc
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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
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
David Dormady has no disclosures.
Please visit their SEC profile for more details.