Anthony
Matteo
Sagevest Wealth Management
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About this Advisor
Anthony Matteo is a financial advisor based in Mc Lean, Virginia, working with Sagevest Wealth Management. Anthony has previously held positions at Sagevest Wealth Management, Virginia Polytechnic Institute And State University, and Freehold Borough High School. Anthony has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Anthony is part of Sagevest Wealth Management, which operates out of Mc Lean, Virginia. The firm has 6 employees and manages assets totaling $300.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Sagevest Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagevest Wealth Management Brokerage Details
$300,646,604
6
426
$705,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Anthony Matteo Work History
Sagevest Wealth Management
Virginia Polytechnic Institute And State University
Freehold Borough High School
Disclosures
Please visit the SEC profile of Anthony Matteo 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 Sagevest Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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