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Timothy Pang

Sargent Investment Group

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About Timothy Pang

Timothy Pang is an investment advisor representative at Sargent Investment Group. Timothy has been in the industry since 2020. Timothy Pang is registered in Maryland. Timothy Pang has passed the Series 7TO, Series 66, and SIE exams. The main office of Sargent Investment Group is located at 4920 Elm Street, Suite 305, Bethesda, MD 20814. Sargent Investment Group provides financial planning, pension consulting, selection of other advisors, and portfolio management services.

Firm Information

Timothy Pang 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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Timothy Pang’s Registration & Firm History

MD

09/01/2021 - Present

Sargent Investment Group (BETHESDA MD)

MD

01/12/2021 - 04/01/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 03/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Pang.
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