Unclaimed Profile

Diana Marie Blair

SAGE CAPITAL ADVISORS, LLC·SIOUX FALLS, South Dakota

Series 7, Series 66Clean record22 years registeredSAGE CAPITAL ADVISORS, LLC

122 S. PHILLIPS AVENUE, SUITE 260, SIOUX FALLS, SD 57104CRD# 4504593Firm CRD# 136577

Profile Verification

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

Identity

Diana Marie Blair · SIOUX FALLS, SD

Registration

CRD #4504593 · SAGE CAPITAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SAGE CAPITAL ADVISORS, LLC

Aug 2005 – present

WELLS FARGO INVESTMENTS, LLC

Jan 2004 – Jul 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE CAPITAL ADVISORS, LLC

CRD 136577 · SEC 801-64637

AUM

$581M

Regulatory assets under management

Employees

504 client accounts

Services offered by SAGE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAGE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Diana Marie Blair offer?

Diana Marie Blair specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIOUX FALLS, South Dakota for a consultation.

What are Diana Marie Blair's credentials?

Diana Marie Blair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Marie Blair located?

Diana Marie Blair is based in SIOUX FALLS, South Dakota, working with SAGE CAPITAL ADVISORS, LLC. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.

How does Diana Marie Blair charge for services?

Diana Marie Blair'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 CAPITAL ADVISORS, LLC?

SAGE CAPITAL ADVISORS, LLC has approximately 8 employees and manages $581M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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