Brick Sturgeon
Brick Sturgeon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 35 years of industry experience. Brick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
7651 Highway 70 South, Nashville, TN, 37221
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Brick is an associate/employee and financial advisor at Pinnacle Asset Management since 2002, dedicating about half their time. Brick also works as a bank brokerage/financial advisor at Pinnacle Bank and is an owner at Sturgeon-Ellett Wealth Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Lm Financial Partners, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Samuel OakleyRaymond James Financial Services Advisors, INC
- Nicholas Wolf, CFPRaymond James Financial Services Advisors, INC
- Jeffrey East, CFPRaymond James Financial Services Advisors, INC
- Robert Hebert, CFPRaymond James Financial Services Advisors, INC
- James Davis, CFA, ChFCRaymond James Financial Services Advisors, INC
- Taylor Francis, CFP, ChFCRaymond James Financial Services Advisors, INC