Sagemark Consulting

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

800 Westchester Ave Ste S504, Rye Brook,...

Phone Number

(914) 305-9037

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Sagemark Consulting

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC . Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof . Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here , for succinct information about the relationships and services LFA offers to retail investors, related fees and costsRead more
Popular SearchesSagemark ConsultingSagemark Private Wealth ServicesEdwards KelbyEdwards Kelby WKelby W EdwardsSIC Code 62,621NAICS Code 52,523Show more

Sagemark Consulting Org Chart

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Private Financial Wealth Advisor & Planner

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Sagemark Consulting

<$5M
1-10
Private
-
-
JA
Jordan AndrewPrivate Financial Wealth Advisor & Planner
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
<$5M
-
AP
Adam PetersonManaging Director
<$5M
11-50
Private
-
-
TM
Trey MayhallFinancial Professional
<$5M
1-10
Private
-
-
MD
Marie DraperCA Insurance
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
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-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sagemark Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sagemark Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sagemark Consulting.

Sagemark Consulting Tech Stack

A closer look at the technologies used by Sagemark Consulting

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Frequently Asked Questions Regarding Sagemark Consulting

What is Sagemark Consulting's official website?
Sagemark Consulting's official website is www.kelbyedwards.com
What is Sagemark Consulting's Revenue?
Sagemark Consulting's revenue is <$5 Million
What is Sagemark Consulting's SIC code?
Sagemark Consulting's SIC: 62,621
What is Sagemark Consulting's NAICS code?
Sagemark Consulting's NAICS: 52,523
How many employees does Sagemark Consulting have?
Sagemark Consulting has 1-10 employees
What industry does Sagemark Consulting belong to?
Sagemark Consulting is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Sagemark Consulting competition?
Sagemark Consulting top competitors include: Lincoln Financial Advisors, SiteQuest Technologies, Salient Wealth Planning Group, Lincoln Financial Advisors
What companies has Sagemark Consulting acquired?
Sagemark Consulting has acquired the companies: Jefferson-Pilot Corporation, The Administrative Management Group
What technology does Sagemark Consulting use?
Some of the popular technologies that Sagemark Consulting uses are: Amazon Route 53, Baidu Analytics
How do I contact Sagemark Consulting?
Sagemark Consulting contact info: Phone number: (914) 305-9037 Website: www.kelbyedwards.com
What does Sagemark Consulting do?

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Adv... isors Corp., a broker/dealer. Member SIPC . Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof . Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. See Lincoln Financial Advisors (LFAs) Form CRS Customer Relationship Summary, available here , for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFAs Forms ADV, Part 2A, which describe LFAs investment advisory services, Regulation Best Interest Disclosure Document, which describes LFAs broker-dealer services, and other client disclosure documents can be found here . *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.Read More

Is Sagemark Consulting a public company?
Sagemark Consulting is private company therefore does not currently have an official ticker symbol
See more information about Sagemark Consulting

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