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SAGE INVESTMENT ADVISERS LLC
SAGE INVESTMENT ADVISERS LLC
WAPPINGERS FALLS, New York
·
2 registered advisors
·
CRD# 304559
SEC# 801-116929
0
(845) 240-1551
01
Firm Overview
AUM
$190M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at SAGE INVESTMENT ADVISERS LLC
2 registered advisors
Jerry James Schuder
WAPPINGERS FALLS, New York
CRD# 2573583
Joseph Guarneri
WAPPINGERS FALLS, New York
CRD# 7151489
05
Office Locations
WAPPINGERS FALLS, New York
2 advisors
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Data sourced from SEC Form ADV filings. SAGE INVESTMENT ADVISERS LLC (CRD# 304559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.