SAGE INVESTMENT ADVISERS LLC

WAPPINGERS FALLS, New York·2 registered advisors·CRD# 304559
SEC# 801-1169290(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 PlanningInvestment Management
04

Advisors at SAGE INVESTMENT ADVISERS LLC

2 registered advisors
Jerry James Schuder
WAPPINGERS FALLS, New York
Joseph Guarneri
WAPPINGERS FALLS, New York
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.