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Philip Jonathan Sagan

Philip J. Sagan Financial Consulting, Inc.

Lexington, MA

CRD 4752693

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Employer firm

Philip J. Sagan Financial Consulting, Inc. CRD 130358

4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Philip J. Sagan Financial Consulting, Inc.

1087 Beacon Street, Suite 203, Newton, MA 02459 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1997-05-30
  • MA RA
    APPROVED
    Since 1997-05-30

Branch Locations

One Cranberry Hill, Lexington, MA 02421 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagan & Sagan P.C.,Cpas Lexington MA 01/1985 Present
Philip J. Sagan Financial Consulting, Inc. Lexington MA 02/1997 Present
Other Businesses

SAGAN & SAGAN P.C., CPAS A PUBLIC ACCOUNTING FIRM ONE CRANBERRY HILL LEXINGTON, MA 02421 PRINCIPAL OF THE CORPORATION NON-INVESTMENT RELATED BUSINESS

Designations
  • Certified Financial Planner

View on SEC IAPD

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