Robert
Sargent
Edelman Financial Engines
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About this Advisor
Robert Sargent is a financial advisor based in Ashburn, Virginia, working with Edelman Financial Engines. Robert has previously held positions at Sanders Morris Harris Inc, Edelman Financial Services, LLC, Ef Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Robert is part of Edelman Financial Engines, which operates out of Ashburn, Virginia. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Sargent Work History
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services, LLC
Disclosures
Please visit the SEC profile of Robert Sargent 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 Edelman Financial Engines
Lynnwood, WA
Columbia, SC
Los Angeles, CA
Tafton, PA
Spokane Valley, WA
Ashburn, VA
Fort Worth, TX
Clifton Park, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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