Kathleen Peer, financial advisor Stuyvesant NY

Kathleen Peer

CRD Number: 1201001
Current Firm: Sage 360 Advisors LLC

Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Sage360 Advisors, LLC Albany, NY Mar 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kathleen C. Peer
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
  • Total Number of Accounts
  • Average Account Value
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


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