Sage Investment Advisers LLC

Sage Investment Advisers LLC (CRD# 304559) is a financial advisory firm headquartered in Wappingers Falls, NY. They manage $190,489,645 in 388 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1829 South Road, Wappingers Falls, NY 12590
https://sageinvestmentadvisersllc.com
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $490,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Sage Investment Advisers LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Levinson, financial advisor Wappingers Falls NY
Charles B. Levinson
CRD#: 710843
1829 South Road, Wappingers Falls, NY 12590

Charles Levinson (CRD# 710843) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 41 years of experience in the finance industry.

2
Jerry Schuder, financial advisor Wappingers Falls NY
Jerry J. Schuder
CRD#: 2573583
1829 South Road, Wappingers Falls, NY 12590

Jerry Schuder (CRD# 2573583) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 29 years of experience in the finance industry.

3
Joseph Guarneri, financial advisor Wappingers Falls NY
Joseph Guarneri
CRD#: 7151489
1829 South Road, Wappingers Falls, NY 12590

Joseph Guarneri (CRD# 7151489) is an Investment Advisor Representative working at Sage Investment Advisers LLC in Wappingers Falls, NY and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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