Unclaimed Profile

Gregory Joseph Figaro

SAGE ADVISORY SERVICES LTD CO·AUSTIN, Texas

Series 7, Series 24, Series 27, Series 55, Series 63, Series 65Clean record23 years registeredSAGE ADVISORY SERVICES LTD CO

5900 SOUTHWEST PARKWAY, AUSTIN, TX 78735-6202CRD# 2480159Firm CRD# 106236

Profile Verification

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

Identity

Gregory Joseph Figaro · AUSTIN, TX

Registration

CRD #2480159 · SAGE ADVISORY SERVICES LTD CO · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAGE ADVISORY SERVICES LTD CO

SAGE ADVISORY SERVICES LTD CO

Oct 2002 – Apr 2023

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 55

Series 63

Series 65

Registration record

First registered · October 29, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE ADVISORY SERVICES LTD CO

CRD 106236 · SEC 801-52937

AUM

$22.7B

Regulatory assets under management

Employees

8,128 client accounts

Services offered by SAGE ADVISORY SERVICES LTD CO

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SAGE ADVISORY SERVICES LTD CO →

Introduction

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Frequently Asked Questions

What services does Gregory Joseph Figaro offer?

Gregory Joseph Figaro specializes in Investment Management, Retirement Planning, Wealth Management.

What are Gregory Joseph Figaro's credentials?

Gregory Joseph Figaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Joseph Figaro located?

Gregory Joseph Figaro is based in AUSTIN, Texas, last registered with SAGE ADVISORY SERVICES LTD CO.

How does Gregory Joseph Figaro charge for services?

Gregory Joseph Figaro's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGE ADVISORY SERVICES LTD CO?

SAGE ADVISORY SERVICES LTD CO has approximately 53 employees and manages $22.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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