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Ira Gene Sager

OPTIWEALTH LLC·SUDBURY, Massachusetts
SIE, Series 7, Series 31, Series 66, Series 99TOCFPClean record19 years registeredOPTIWEALTH LLC
144 NORTH ROAD, SUDBURY, MA 01776CRD# 4826397Firm CRD# 306120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ira Gene Sager · SUDBURY, MA
Registration
CRD #4826397 · OPTIWEALTH LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ADVISORS CAPITAL MANAGEMENT, LLC
Jun 2026 – present
OPTIMAL WEALTH
Nov 2019 – Jun 2026
SUDBURY, MA
FIDUCIARY PLANNING, LLC
Jul 2019 – Jun 2020
Sudbury, MA
FIRST ALLIED ADVISORY SERVICES, INC.
Aug 2012 – Jul 2019
Sudbury, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 2007 – Aug 2012
WELLESLEY HILLS, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Series 99TO
Registration record
First registered · May 15, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPTIWEALTH LLC
CRD 306120 · SEC 801-117614
AUM
$56M
Regulatory assets under management
Employees
2
42 client accounts
Services offered by OPTIWEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OPTIWEALTH LLC →
Introduction

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05

Frequently Asked Questions

What services does Ira Gene Sager offer?
Ira Gene Sager specializes in Financial Planning, Investment Management. Contact their office in SUDBURY, Massachusetts for a consultation.
What are Ira Gene Sager's credentials?
Ira Gene Sager holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ira Gene Sager located?
Ira Gene Sager is based in SUDBURY, Massachusetts, working with OPTIWEALTH LLC. Their office serves clients in the SUDBURY metropolitan area and surrounding communities.
How does Ira Gene Sager charge for services?
Ira Gene Sager's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIWEALTH LLC?
OPTIWEALTH LLC has approximately 2 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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