A complete list of active advisors currently associated with Sargent Investment Group

Warmer can help you find a great advisor at Sargent Investment Group or one who fits your needs even better.

Sargent Investment Group is an SEC-registered, multi-team advisory firm that manages roughly $1.48 billion of client assets through a team of 13 advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations and pooled investment vehicles. SIG uses a consultative process to define client objectives and risk profiles, build customized asset allocations, and monitor and rebalance portfolios over time. Portfolios are primarily implemented with individual equities, fixed income, mutual funds and ETFs and may incorporate model portfolios, third‑party managers, small‑cap exposure and private or alternative investments where appropriate. What is distinctive about SIG is its role as an investment manager to private funds and other pooled investment vehicles—services the firm recently began offering and that are uncommon among multi-team peers. The firm conducts due diligence and ongoing monitoring of independent managers, and it applies written valuation procedures (including manual updates of private/illiquid asset values to custodial platforms) to address valuation and reporting challenges associated with pooled and non‑custodian‑valued investments.

To learn more about the advisors currently working at Sargent Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Samuel Beach Jr.	Bethesda, MD	42
Matthew Elmore	Bethesda, MD	17
Susette Gustini	Bethesda, MD	22
Thomas Healy	Bethesda, MD	8
Laura Hodgson	Bethesda, MD	5
Zachary Hubbard	Bethesda, MD	11
Brian Mcgregor	Bethesda, MD	20
Sara Mongno	Bethesda, MD	4
Timothy Pang	Bethesda, MD	4
Christopher Rhyne	Bethesda, MD	12
Ricardo Rosenberg	Bethesda, MD	45
Christopher Sargent	Bethesda, MD	56
David Seamans	Bethesda, MD	10

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support