SC
Sheri Cupo
from Sagebroadview Wealth Management, LLC
Sheri Cupo is a financial advisor based in Connecticut, Farmington,
with 24 years of experience. Sheri currently works for
Sagebroadview Wealth Management, LLC.
Sheri maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sheri Cupo works at Sagebroadview Wealth Management, LLC
Sagebroadview Wealth Management, LLC is a financial advisory firm based in Farmington, Connecticut. It currently has approximately $270,492,196 of assets under management and employs about 6 people. Sagebroadview Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
10 Waterside Drive, Suite 305, Farmington, Connecticut, 6032
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