Advisor at Southbridge Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Southbridge Advisors, LLC
Location
Marieta, GA 30068
Credentials
Series 65, Series 66
Industry experience
5 years
Kevin Sagui is a financial advisor at Southbridge Advisors, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Amazon, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory role, he has been involved with the Deal Golf Club for ten years. Southbridge Advisors, LLC provides comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm utilizes Modern Portfolio Theory to tailor asset allocations and offers both discretionary and non-discretionary account management, including recommendations of third-party investment advisers following a due-diligence process.
Based on Southbridge Advisors, LLC
Based on Southbridge Advisors, LLC
$500 to $20,000, negotiable depending on complexity
Less than $250,000 - $250,000: 2.00% $250,001 - $750,000: 1.75% $750,001 - $2,000,000: 1.50% Above $2,000,000+: 1.00%
Up to $300 per hour
533 Johnson Ferry Road, Suite 200
Marieta, GA 30068
Georgia
Southbridge Advisors, LLC
2023 - Present (3 years)
Southbridge Advisors, LLC
2023 - 2023 (1 year)
AMAZON
2020 - 2020 (1 year)
Cherokee Town & Country Club
2020 - 2023 (3 years)
The Prudential Insurance Company of America
2016 - 2019 (3 years)
Pruco Securities, LLC
2016 - 2019 (3 years)
Deal Golf Club
2009 - 2019 (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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