SARGENT INVESTMENT GROUP, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 297499). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ricardo Martin Rosenberg | MANAGER; PRINCIPAL | — |
| Brian Douglas Mcgregor | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER; PRINCIPAL; TRUSTEE | — |
| Teresa Marie Schafer | CHIEF COMPLIANCE OFFICER | — |
| Christopher Neel Rhyne | MANAGING MEMBER; PRINCIPAL | — |
| Nancy Rosenberg | TRUSTEE | — |
| Jeremy Rachlin | TRUSTEE | — |
| ROSENBERG EDWARD MARTIN | PARTNER; PRINCIPAL | — |
| SCHAFER TERESA MARIE | CHIEF COMPLIANCE OFFICER | — |
| SARGENT CHRISTOPHER SMITH | PARTNER; PRINCIPAL | — |
| MCGREGOR BRIAN DOUGLAS | PARTNER; PRINCIPAL; TRUSTEE | — |
| RHYNE CHRISTOPHER NEEL | PRINCIPAL | — |
| SORGE CHRISTINE | TRUSTEE | — |
| ROSENBERG NANCY | TRUSTEE | — |
| Edward H Lamade | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MEMBER | — |
| Christopher Smith Sargent | MANAGER | — |
| Laura An Hespe | CHIEF OPERATING OFFICER | — |