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Anthony John Cox

SAGE MOUNTAIN ADVISORS, LLC·ATLANTA, Georgia
SIE, Series 7, Series 66Clean record7 years registeredSAGE MOUNTAIN ADVISORS, LLC
945 EAST PACES FERRY ROAD NE, ATLANTA, GA 30326CRD# 5704030Firm CRD# 298593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony John Cox · ATLANTA, GA
Registration
CRD #5704030 · SAGE MOUNTAIN ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

SAGE MOUNTAIN ADVISORS, LLC
Nov 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 14, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAGE MOUNTAIN ADVISORS, LLC
CRD 298593 · SEC 801-114002
AUM
$2.2B
Regulatory assets under management
Employees
22
149 client accounts
Services offered by SAGE MOUNTAIN ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SAGE MOUNTAIN ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Anthony John Cox offer?
Anthony John Cox specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Anthony John Cox's credentials?
Anthony John Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony John Cox located?
Anthony John Cox is based in ATLANTA, Georgia, working with SAGE MOUNTAIN ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Anthony John Cox charge for services?
Anthony John Cox's firm is compensated through percentage of aum, subscription fees, other: minimum fees and reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE MOUNTAIN ADVISORS, LLC?
SAGE MOUNTAIN ADVISORS, LLC has approximately 22 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE MOUNTAIN ADVISORS, LLC

Scott Matthew Neu
ATLANTA, GA
CFA

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