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Francis Michael Antalek

SAGE HILL ADVISORY AND MANAGEMENT LLC·SARATOGA SPRINGS, New York
SIE, Series 6, Series 7, Series 63ChFCClean recordSAGE HILL ADVISORY AND MANAGEMENT LLC
242 NELSON AVE, SARATOGA SPRINGS, NY 12866CRD# 1371939Firm CRD# 149365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Michael Antalek · SARATOGA SPRINGS, NY
Registration
CRD #1371939 · SAGE HILL ADVISORY AND MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
Professional designation · ChFC
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SAGE HILL ADVISORY AND MANAGEMENT LLC
CRD 149365 · SEC 801-69957
AUM
$68M
Regulatory assets under management
Employees
3
101 client accounts
Services offered by SAGE HILL ADVISORY AND MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SAGE HILL ADVISORY AND MANAGEMENT LLC →
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Frequently Asked Questions

What services does Francis Michael Antalek offer?
Francis Michael Antalek specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Francis Michael Antalek's credentials?
Francis Michael Antalek holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Francis Michael Antalek located?
Francis Michael Antalek is based in SARATOGA SPRINGS, New York, working with SAGE HILL ADVISORY AND MANAGEMENT LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Francis Michael Antalek charge for services?
Francis Michael Antalek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE HILL ADVISORY AND MANAGEMENT LLC?
SAGE HILL ADVISORY AND MANAGEMENT LLC has approximately 3 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE HILL ADVISORY AND MANAGEMENT LLC

Philip John Toffel
SARATOGA SPRINGS, NY

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