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Jeffrey Spencer Sargent

Stansberry Asset Management, LLC

Winter Garden, FL

Westlake, TX

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Current Employers
Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-02
CT RA APPROVED 2022-08-22
  • TX RA
    APPROVED_RES
    Since 2025-01-02
  • CT RA
    APPROVED
    Since 2022-08-22

Branch Locations

Winter Garden, FL • United States

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • 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
Westport Resources Westport CT 07/2009 12/2016
Sargent Compliance Consulting Trumbull CT 01/2017 01/2018
Lpl Financial Llc Old Saybrook CT 01/2018 02/2021
Northstar Wealth Partners Llc West Hartford CT 01/2018 02/2021
Brite Advisors Llc New York NY 02/2021 08/2022
Stansberry Asset Management New York NY 08/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-23
S63 Uniform Securities Agent State Law Examination 1998-03-04
  • S65 Uniform Investment Adviser Law Examination
    2005-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-03-04
Other Names
  • Jeffrey S Sargent

View on SEC IAPD

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