Dodd Marvel Disler

Employer firm

Sagace Wealth Management CRD 307212

$163M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 11/2017 → 06/2020
  Cs Planning Corp
  Portland, OR
• 05/2017 → Present
  Sagace Wealth Management Llc
  St. Peterburg, FL
• 12/2003 → 07/2020
  Micromo Electronics Inc.
  Clearwater, FL

Previous Registrations

• 2018-01-02 → 2020-06-10
  Cs Planning Corp
  St. Petersburg, FL
  Portland, OR

Other Businesses

1) DMD Capital LLC, 877 Executive Center Dr. W. Suite 100, St. Petersburg, FL 33702, Position: Owner/Officer, Start date: 01/01/2020, Duties: Holding company that holds the interest in Sagace Wealth Management, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-07

Other Names

• Dodd M Disler