50-year, $800M Wells Fargo team opens RIA

February 2020

After more than a half century at Wells Fargo, advisor Christopher Sargent decided to make a change — and retirement wasn’t it. Together with his partners, Ricardo Rosenberg and Brian McGregor, Sargent launched an RIA, Sargent Investment Group, and moved over $800 million in client assets, according to their custodian, TD Ameritrade.