Ricardo Rosenberg
Sargent Investment Group · Bethesda, Maryland
Ricardo Rosenberg is a fee-only financial advisor at Sargent Investment Group in Bethesda, Maryland. Ricardo charges a percentage of assets.
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Facts
| Firm | Sargent Investment Group |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $1.48B across 1,381 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 728493 |
| Exams passed | Series 63 (1981) · Series 65 (1992) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sargentinvestmentgroup.com |
How Ricardo's firm compares
- Sargent Investment Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,381 accounts).
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Questions about Ricardo
Is Ricardo Rosenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricardo holds no broker registration, and Sargent Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ricardo charge for financial advice?
Ricardo charges a percentage of assets.
Where is Ricardo Rosenberg based?
Ricardo Rosenberg is based in Bethesda, Maryland.
Is Ricardo Rosenberg registered with the SEC?
Yes. Ricardo Rosenberg is registered as an investment adviser representative in MD and TX (CRD 728493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sargent Investment Group manage?
Sargent Investment Group reports $1.48B across 1,381 accounts in assets under management.
How do I contact Ricardo Rosenberg?
Through Ricardo's website, www.sargentinvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sargent Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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