Laura Dan'ette Ponticello
Investment adviser representative at Sage Rhino Capital LLC
17 yearsExperience
1 stateRegistered in
$883.7MFirm assets
8 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Sage Rhino Capital, LLCMar 2021 to now
- Bank of America, N.A.Oct 2017 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sage Rhino Capital LLC
$883.7MAssets managed
196Clients
10Advisers
8 yearsIn 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
- 4672390
- Firm CRD
- 290148