Unclaimed Profile

Khaled Awad Taha

SAGE PRIVATE WEALTH GROUP, LLC·OAKBROOK TERRACE, Illinois

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record19 years registeredSAGE PRIVATE WEALTH GROUP, LLC

18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL 60181CRD# 4481128Firm CRD# 173399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Khaled Awad Taha · OAKBROOK TERRACE, IL

Registration

CRD #4481128 · SAGE PRIVATE WEALTH GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SAGE PRIVATE WEALTH GROUP, LLC

Nov 2014 – present

LASTING LEGACY, LTD.

Oct 2013 – Dec 2014

PARK RIDGE, IL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2011 – Oct 2020

OAKBROOK, IL

EDWARD JONES

Mar 2007 – Oct 2011

WHEATON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · March 3, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE PRIVATE WEALTH GROUP, LLC

CRD 173399 · SEC 801-119804

AUM

$364M

Regulatory assets under management

Employees

1,146 client accounts

Services offered by SAGE PRIVATE WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAGE PRIVATE WEALTH GROUP, LLC →

Introduction

Speak with Khaled

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Khaled is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OAKBROOK TERRACE?

Browse all registered financial advisors in OAKBROOK TERRACE, Illinois or claim this profile if it's yours.

Browse OAKBROOK TERRACE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Khaled Awad Taha offer?

Khaled Awad Taha specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Khaled Awad Taha's credentials?

Khaled Awad Taha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Khaled Awad Taha located?

Khaled Awad Taha is based in OAKBROOK TERRACE, Illinois, working with SAGE PRIVATE WEALTH GROUP, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Khaled Awad Taha charge for services?

Khaled Awad Taha's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGE PRIVATE WEALTH GROUP, LLC?

SAGE PRIVATE WEALTH GROUP, LLC has approximately 13 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →