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Christopher Smith Sargent

Sargent Investment Group

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About Christopher Smith Sargent

Christopher Sargent is a financial advisor based in Bethesda, Maryland. Christopher has been working in the financial industry for over 35 years and has experience with a range of firms, including Prudential Securities Incorporated, Thomson McKinnon Securities Inc, and Wells Fargo Clearing Services, LLC. Christopher currently works for Sargent Investment Group.

Firm Information

Christopher Sargent is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Sargent’s Registration & Firm History

MD

09/21/2018 - Present

Sargent Investment Group (BETHESDA MD)

DC

07/01/2003 - 08/07/2018

WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)

NY

08/25/1989 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

02/17/1970 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1977

PC - AMEX Put and Call Exam

BC

Issued 10/05/1966

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Smith Sargent.
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