Cristine Calkins, financial advisor Stuyvesant NY

Cristine Calkins

CRD Number: 4524209
Current Firm: Sage 360 Advisors LLC

Cristine Calkins (CRD# 4524209) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sage360 Advisors, LLC Stuyvesant, NY Jan 2020 - Current 2
Goose Valley Consulting, LLC Shreidan, WY Jun 2018 - Current 4
Frontier Asset Management Sheridan, WY May 2006 - May 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Cristine M. Calkins
Phone Number: (518)758-6861
Registered State(s):
  • WY
Current Firm Details
Sage 360 Advisors LLC
Firm's CRD Number: 143680
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $533,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NY, WY

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