Charles Scott Sawtelle
Investment adviser representative at Saga Financial Management
1 stateRegistered in
CFP® certificationDesignation
$107MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
No employment history in this record.
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Saga Financial Management
Legal name: Sawtelle, Charles Scott
$107MAssets managed
95Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4414699
- Firm CRD
- 158732