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Mark Robert Gardner Anderson

PACIFIC SAGE PARTNERS, LLC·EDMONDS, Washington
Series 7, Series 63, Series 66Clean record18 years registeredPACIFIC SAGE PARTNERS, LLC
505 5TH AVENUE SOUTH, EDMONDS, WA 98020CRD# 2345544Firm CRD# 315663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Robert Gardner Anderson · EDMONDS, WA
Registration
CRD #2345544 · PACIFIC SAGE PARTNERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PACIFIC SAGE PARTNERS, LLC
Apr 2022 – present
TRADEWINDS CAPITAL MANAGEMENT, LLC
Oct 2012 – Apr 2022
SHORELINE, WA
EDWARD JONES
Jun 2008 – Oct 2012
SHORELINE, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · June 20, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC SAGE PARTNERS, LLC
CRD 315663 · SEC 801-122834
AUM
$767M
Regulatory assets under management
Employees
8
2,247 client accounts
Services offered by PACIFIC SAGE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC SAGE PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mark Robert Gardner Anderson offer?
Mark Robert Gardner Anderson specializes in Financial Planning, Investment Management. Contact their office in EDMONDS, Washington for a consultation.
What are Mark Robert Gardner Anderson's credentials?
Mark Robert Gardner Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Robert Gardner Anderson located?
Mark Robert Gardner Anderson is based in EDMONDS, Washington, working with PACIFIC SAGE PARTNERS, LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Mark Robert Gardner Anderson charge for services?
Mark Robert Gardner Anderson'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 PACIFIC SAGE PARTNERS, LLC?
PACIFIC SAGE PARTNERS, LLC has approximately 8 employees and manages $767M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William Reeve Cantus
EDMONDS, WA

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