Unclaimed Profile

William Reeve Cantus

PACIFIC SAGE PARTNERS, LLC·EDMONDS, Washington

Series 6, Series 7, Series 63, Series 66Clean record20 years registeredPACIFIC SAGE PARTNERS, LLC

505 5TH AVENUE SOUTH, EDMONDS, WA 98020CRD# 1335183Firm CRD# 315663

Profile Verification

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

Identity

William Reeve Cantus · EDMONDS, WA

Registration

CRD #1335183 · PACIFIC SAGE PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PACIFIC SAGE PARTNERS, LLC

Jan 2022 – present

JOHNSON STERLING, INC.

Apr 2011 – Jan 2022

BIRMINGHAM, AL

RUSSELL INVESTMENTS

Jan 2006 – Sep 2010

TACOMA, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 26, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC SAGE PARTNERS, LLC

CRD 315663 · SEC 801-122834

AUM

$767M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does William Reeve Cantus offer?

William Reeve Cantus specializes in Financial Planning, Investment Management. Contact their office in EDMONDS, Washington for a consultation.

What are William Reeve Cantus's credentials?

William Reeve Cantus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Reeve Cantus located?

William Reeve Cantus 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 William Reeve Cantus charge for services?

William Reeve Cantus'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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