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Richard Sargeaunt

NEW Century Financial Group, LLC

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About Richard Sargeaunt

Richard Sargeaunt is an investment advisor representative with New Century Financial Group, LLC in Princeton, NJ. Richard has been in the financial services industry since 2003. Richard is licensed in Florida, Maryland, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, and Virginia. Richard is also registered as an investment advisor representative in New Jersey.

Firm Information

Richard Sargeaunt is currently registered with NEW Century Financial Group, LLC. NEW Century Financial Group, LLC is an investment advisory firm based in Princeton, NJ. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $201.7 million in regulatory assets under management.
NEW Century Financial Group, LLC

ONE AIRPORT PLACE

PRINCETON, NJ 08540

$201.73M

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Richard Sargeaunt’s Registration & Firm History

NJ

11/16/2007 - Present

NEW Century Financial Group, LLC (PRINCETON NJ)

NJ

08/03/2006 - 04/05/2007

PRIMEVEST FINANCIAL SERVICES, INC. (SOMERVILLE NJ)

NY

12/15/2005 - 08/01/2006

BNY INVESTMENT CENTER INC. (NEW YORK NY)

NY

09/23/2004 - 12/08/2005

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

05/06/2002 - 05/30/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Sargeaunt.
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