Sage Harosiacalaci (CRD# 7714624) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Ridgeland, SC and has 1 year of experience in the finance industry.
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1294479
Verity Investment Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Apr 2023 - Current | 1 |
| United Professional Advisors | Watertown, NY | Jan 2023 - Current | 1 |
| Sage Financial Planning | Okatie, SC | Jan 2023 - Current | 1 |
| Wegmans Food Markets | Rochester, NY | Aug 2017 - Dec 2022 | 5 |
| Glk Foods | Manchester, NY | Aug 2016 - Aug 2017 | 1 |
| Gp Smith Excavating | Palmyra, NY | May 2016 - Aug 2016 | < 1 |
| United Professional Associates | Palmyra, NY | Oct 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- SC
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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