Daphne Antigoni Richards

Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Jp Morgan Chase & Co.
  Newark, DE
• 08/2014 → 05/2018
  Hofstra University
  Hempstead, NY
• 05/2018 → 09/2018
  Unemployed
  Lansdale, PA
• 09/2018 → 02/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2017 → 10/2017
  Hofstra University Photography Lab
  Hempstead, NY
• 02/2020 → Present
  Sage Financial Group, Inc.
  West Conshohocken, PA

Previous Registrations

• 2019-10-01 → 2020-02-20
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-19
• S63 Uniform Securities Agent State Law Examination
  2018-10-31

Designations

• Certified Financial Planner

Other Names

• Daphne Kotridis
• Daphne Antigoni Kotridis