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Rebecca Cerrone Freeman

SAGE WEALTH MANAGEMENT, INC.·SARATOGA SPRINGS, New York
Clean recordSAGE WEALTH MANAGEMENT, INC.
340 BROADWAY, SARATOGA SPRINGS, NY 12866CRD# 1778801Firm CRD# 112793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Cerrone Freeman · SARATOGA SPRINGS, NY
Registration
CRD #1778801 · SAGE WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rebecca Cerrone Freeman is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with SAGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAGE WEALTH MANAGEMENT, INC.
SAGE WEALTH MANAGEMENT, INC.
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SAGE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: SELECTION & MONITORING FEES UTILIZING SAWTOOTH ASSET MANAGEMENT
Regulatory
SEC/IARD CRD# 1778801
Firm CRD# 112793
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Cerrone Freeman offer?
Rebecca Cerrone Freeman specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Rebecca Cerrone Freeman's credentials?
Rebecca Cerrone Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Cerrone Freeman located?
Rebecca Cerrone Freeman is based in SARATOGA SPRINGS, New York, working with SAGE WEALTH MANAGEMENT, INC.. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Rebecca Cerrone Freeman charge for services?
Rebecca Cerrone Freeman's firm is compensated through percentage of aum, other: selection & monitoring fees utilizing sawtooth asset management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE WEALTH MANAGEMENT, INC.?
SAGE WEALTH MANAGEMENT, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE WEALTH MANAGEMENT, INC.

Jason Harry Kurchner
SARATOGA SPRINGS, NY

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