Lily Atilano, financial advisor Austin TX

Lily Atilano

CRD Number: 7001769
Current Firm: Sage Advisory Services Ltd Co

Lily Atilano (CRD# 7001769) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Advisory Services, Ltd Company Austin, TX Jul 2016 - Current 7
Unemployed Austin, TX May 2015 - Jul 2016 1
Rock City Gardens Lookout Mountain, TN Aug 2014 - May 2015 < 1
Student Austin, TX Aug 2008 - Aug 2014 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Lily A. Atilano
Phone Number: 512-327-5530
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,323
    MILLIONS
  • Total Number of Accounts
    4,888
    ACCOUNTS
  • Average Account Value
    $3,134,792
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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