Sargent Investment Group

CRD 297499 · Bethesda, MD · $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 297499
SEC number: 801-113542
Firm type: RIA
Assets under management: $1.5B as of May 26, 2026
Website: www.linkedin.com/company/sargentinvestmentgroup ↗
Phone: (202) 580-6400
Address: 4920 Elm Street, Bethesda, MD, 20814

Advisors at this firm

14 in our index · page 1 of 1

Samuel Ferguson BeachCRD 1197819 · Bethesda, MD

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matthew John ElmoreCRD 5099824 · Bethesda, MD

IA RegisteredRegistration inactive
Susette GustiniCRD 857189 · Bethesda, MD

IA Registered
Thomas Rory HealyCRD 6232678 · Bethesda, MD

IA RegisteredRegistration inactive
Zachary HubbardCRD 6284209 · Bethesda, MD

IA RegisteredRegistration inactive
Laura E HodgsonCRD 6867820 · Bethesda, MD

IA RegisteredRegistration inactive
Edward H LamadeCRD 5038179 · Bethesda, MD

IA Registered
Brian Douglas McgregorCRD 4694197 · Bethesda, MD

IA RegisteredRegistration inactive
Sara Jane MongnoCRD 7268832 · Bethesda, MD

IA RegisteredRegistration inactive
Timothy PangCRD 7260634 · Bethesda, MD

IA RegisteredRegistration inactive
Christopher Neel RhyneCRD 5677027 · Bethesda, MD

IA Registered
Ricardo Martin RosenbergCRD 728493 · Bethesda, MD

IA RegisteredRegistration inactive

Disclosure event(s) on record
Christopher Smith SargentCRD 410969 · Bethesda, MD

IA RegisteredRegistration inactive
David T SeamansCRD 5747989 · Bethesda, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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