Ajay AgrawalCRD Number: 3110140
Current Firm: Sagepoint Financial, Inc.
Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newark, CA and has over 16 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Sagepoint Financial, Inc.||Newark, CA||Jul 2020 - Current||2|
|Unemployed||Fremont, CA||Apr 2020 - Jun 2020||< 1|
|Envestnet Asset Management, Inc.||Los Angeles, CA||Nov 2002 - Mar 2020||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
|S63||Uniform Securities State Law Examination||Sep 2020|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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