Kevin C Sagui
Investment adviser representative at Southbridge Advisors, LLC
14 yearsExperience
1 stateRegistered in
$353.1MFirm assets
6 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
Experience
14 years in the industry.
- Southbridge Advisors, LLCOct 2023 to now
- AmazonMar 2020 to May 2020
- Cherokee Town & Country ClubFeb 2020 to Dec 2023
- The Prudential Insurance Company of AmericaMar 2016 to Mar 2019
- Pruco Securities, LLCFeb 2016 to Mar 2019
- Deal Golf ClubJun 2009 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Southbridge Advisors, LLC
$353.1MAssets managed
220Clients
6Advisers
6 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
- 6425271
- Firm CRD
- 306075