Aegis Capital Corp hires Thaddeus Sargent as managing director

In New York City, on May 19, 2025, Aegis Capital Corp announced the addition of Thaddeus 'Tad' Sargent to their team as a Managing Director. Sargent brings with him over three decades of extensive experience in the financial services industry and has managed upwards of $150 million in client assets over his career. His professional journey began at Smith Barney Inc. and then transitioned to Banc of America/Merrill Lynch, Pierce, Fenner & Smith, where he worked for the last 27 years. As an experienced Independent Financial Adviser, Sargent specializes in Family Wealth Preservation and Retirement Planning. Sargent's career has been characterized by a client-first approach, and he has dedicated his efforts to assisting families in navigating the complexities of finance. Emphasizing unbiased advice, Sargent's independent status enables him to prioritize the best interests of his clients, providing objective recommendations tailored to their unique financial needs. His commitment to client welfare aligns closely with Aegis Capital's mission, making him an ideal fit in their growing firm. The CEO of Aegis Capital, Robert Eide, expressed excitement about Sargent joining the firm, affirming that he is the type of adviser who flourishes in Aegis's environment. Eide is optimistic about supporting Sargent's continued growth and success. Additionally, Michael Pata, Aegis's Head of Business Development, highlighted Sargent's dedication to cultivating thoughtful, long-term financial relationships. His recruitment marks a significant advancement in Aegis Capital's strategic growth, leveraging Sargent’s deep experience to enhance the firm's client offering further. As Aegis Capital Corp continues to attract seasoned financial advisers, Sargent's experience is expected to play a critical role in attracting and retaining clients that seek dependable and knowledgeable wealth management. With his entry into the firm, both executives expressed confidence that the firm's momentum will continue strong, further solidifying Aegis Capital's position in the competitive financial services landscape.