Dodd Disler has been Chief Compliance Officer/CEO of Sagace Wealth Management since May 2017, is a control person of the firm and directly owns under 5% of it. Dodd Disler holds an Undergraduate degree in Finance from the University of Florida.
Sagace Wealth Management, LLC is a St. Petersburg, FL firm with $163M under management, 80 clients and 7 advisers in one office, as of its February 2026 filing.
Dodd Disler is CEO - President of Sagace Wealth Management, based in St. Petersburg, FL. He is the Founder and CEO responsible for client portfolio construction and overall investment strategy at the firm. In previous roles he served as COO and CFO of an international private company, managing family wealth for its shareholders under a family office structure, and as trustee and investment manager for multiple corporate pension plans.
Dodd Disler’s longest registration is the current one, 6 years at Sagace Wealth Management since 2020. Before joining Sagace Wealth Management in 2020, Dodd Disler was registered through CS Planning Corp.
- Sagace Wealth ManagementCurrent– present · 6 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 307212
- CS Planning Corp– · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 149937
Professional designations
Listed by Sagace Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Dodd Disler is registered as an investment adviser representative in Florida, since April 2020.
- FloridaSince 22 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dodd Marvel Disler
- CRD
- 6833678
- Firm
- Sagace Wealth Management · CRD 307212
- Role
- Chief Compliance Officer/CEO
- Office
- 877 EXECUTIVE CENTER DRIVE WEST, SUITE 100, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagacewealth.com
Where does Dodd Disler work?
Dodd Disler has been Chief Compliance Officer/CEO of Sagace Wealth Management, LLC since May 2017, and is a control person of the firm.
Is Dodd Disler a financial advisor?
Yes. Dodd Disler has a current investment-adviser registration in Florida, through Sagace Wealth Management since April 2020.
How many years of experience does Dodd Disler have?
Dodd Disler has 8 years in the financial industry, since January 2018, across 2 adviser firms.
What exams has Dodd Disler passed?
Dodd Disler passed the Series 65 in September 2017.
Where is Dodd Disler based?
Dodd Disler’s registered office is in St. Petersburg, FL.
Is Dodd Disler registered with FINRA?
No. Dodd Disler has no current broker registration.
How can I verify Dodd Disler’s record?
Search CRD 6833678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dodd Disler’s full registration record.