Timothy Pang
Investment adviser representative at Sargent Investment Group
5 yearsExperience
2 statesRegistered in
CFADesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
5 years in the industry.
- Sargent Investment GroupAug 2021 to now
- RandstadApr 2021 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Mar 2021
- UnemployedMay 2020 to Jun 2020
- University of Maryland Alumni AssociationSep 2016 to May 2019
- University of MarylandAug 2016 to May 2020
- Champs SportsJul 2016 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Sargent Investment Group
Legal name: Sargent Investment Group, LLC
$1.5BAssets managed
407Clients
14Advisers
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
- 7260634
- Firm CRD
- 297499