Unclaimed Profile

Russell Darin Cole

SAGE ADVISORS, LLC·EDMONDS, Washington

SIE, Series 7, Series 63, Series 65ChFCClean record26 years registeredSAGE ADVISORS, LLC

115 2ND AVENUE NORTH, EDMONDS, WA 98020CRD# 1531728Firm CRD# 301328

Profile Verification

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

Identity

Russell Darin Cole · EDMONDS, WA

Registration

CRD #1531728 · SAGE ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SAGE ADVISORS, LLC

May 2019 – present

KMS FINANCIAL SERVICES, INC

Jun 2007 – Dec 2019

Edmonds, WA

MML INVESTORS SERVICES, INC.

Jan 2000 – Jun 2007

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 25, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE ADVISORS, LLC

CRD 301328 · SEC 801-115281

AUM

$427M

Regulatory assets under management

Employees

643 client accounts

Services offered by SAGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 ADVISORS, LLC →

Introduction

Speak with Russell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Russell is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EDMONDS?

Browse all registered financial advisors in EDMONDS, Washington or claim this profile if it's yours.

Browse EDMONDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Darin Cole offer?

Russell Darin Cole specializes in Financial Planning, Investment Management. Contact their office in EDMONDS, Washington for a consultation.

What are Russell Darin Cole's credentials?

Russell Darin Cole holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Russell Darin Cole located?

Russell Darin Cole is based in EDMONDS, Washington, working with SAGE ADVISORS, LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.

How does Russell Darin Cole charge for services?

Russell Darin Cole'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 ADVISORS, LLC?

SAGE ADVISORS, LLC has approximately 11 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →