David Orlando Perez
Investment adviser representative at Sageguard Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$755.7MFirm assets
3 yearsFirm in business
Are you David Orlando Perez? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Sageguard Financial Group, LLCDec 2022 to now
- Alphastar Capital Management LLCJul 2021 to Jun 2023
- Sageguard Financial Group, LLCJan 2020 to Dec 2021
- Regions BankOct 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Sageguard Financial Group, LLC
$755.7MAssets managed
2,469Clients
15Advisers
3 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
- 7219617
- Firm CRD
- 160266