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Susette Gustini

Sargent Investment Group

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About Susette Gustini

Susette Gustini is an investment advisor representative at Sargent Investment Group, a firm with 10 investment advisor representatives. Susette has 26 years of experience in the securities industry. The firm has a total of 1,676 accounts with a total of $1,146,796,701 in assets under management, with $788,416,428 of those assets being discretionary. The firm offers portfolio management services to individuals and investment companies, as well as financial planning and pension consulting. Susette is registered in Maryland and is currently approved to provide investment advice.

Firm Information

Susette Gustini 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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Susette Gustini’s Registration & Firm History

MD

02/11/2019 - Present

Sargent Investment Group (BETHESDA MD)

DC

06/14/1994 - 05/05/2000

MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)

NY

09/22/1978 - 08/10/1995

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/28/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susette Gustini.
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