Daphne Antigoni Richards
Investment adviser representative at Sage Financial Group Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
Are you Daphne Antigoni Richards? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sage Financial Group, Inc.Feb 2020 to now
- The Vanguard Group, Inc.Sep 2018 to Feb 2020
- UnemployedMay 2018 to Sep 2018
- Hofstra University Photography LabSep 2017 to Oct 2017
- JP Morgan Chase & Co.Jun 2017 to Aug 2017
- Hofstra UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sage Financial Group Inc.
$4.3BAssets managed
1,116Clients
20Advisers
23 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
- 6677844
- Firm CRD
- 116574