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Edward William Sager

Strategic Financial Partners, Ltd.

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About Edward William Sager

Edward William Sager is a financial advisor at Strategic Financial Partners, Ltd. with over 20 years of experience in the industry. Edward has a wide range of experience and licenses, including Series 6, 7, 63, and 65. Edward has specialized in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Edward Sager is currently registered with Strategic Financial Partners, Ltd.. Strategic Financial Partners, Ltd. is an investment advisor registered with the SEC. The firm, headquartered in , offers financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. The firm manages approximately $231,927,149 in assets for 871 clients.

$231.93M

Assets Under Management

Not reported

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Third party adviser referral fees

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Edward Sager’s Registration & Firm History

OR

06/29/2009 - Present

Strategic Financial Partners, Ltd. (DAMASCUS OR)

CT

02/07/2002 - 06/11/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 02/08/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward William Sager.
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