Jeffrey Spencer Sargent

Employer firm

Stansberry Asset Management, LLC CRD 282103

$1.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2009 → 12/2016
  Westport Resources
  Westport, CT
• 01/2017 → 01/2018
  Sargent Compliance Consulting
  Trumbull, CT
• 01/2018 → 02/2021
  Lpl Financial Llc
  Old Saybrook, CT
• 01/2018 → 02/2021
  Northstar Wealth Partners Llc
  West Hartford, CT
• 02/2021 → 08/2022
  Brite Advisors Llc
  New York, NY
• 08/2022 → Present
  Stansberry Asset Management
  New York, NY

Previous Registrations

• 2021-03-18 → 2021-04-09
  Lpl Financial Llc
  Old Saybrook, CT
  West Hartford, CT
  West Hartford, CT
• 2018-01-22 → 2021-02-27
  Northstar Wealth Partners Llc
  West Hartford, CT
• 2009-07-30 → 2016-12-24
  Westport Resources Management Inc
  Westport, CT
• 2005-10-24 → 2008-09-23
  Principal Securities, Inc.
  Stamford, CT
  Norwalk, CT
• 2005-03-23 → 2005-06-03
  New England Securities
  Norwalk, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-23
• S63 Uniform Securities Agent State Law Examination
  1998-03-04

Other Names

• Jeffrey S Sargent