Sage Tree Wealth

Sage Tree Wealth (CRD# 298951) is a financial advisory firm headquartered in Fairport, NY. They manage $58,437,033 in 259 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 East Church Street, Fairport, NY 14450
https://www.linkedin.com/company/sage-tree-wealth-inc/
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $225,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Sage Tree Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Monte, financial advisor Fairport NY
Daniel A. Monte
CRD#: 6160115
10 East Church Street, Fairport, NY 14450

Daniel Monte (CRD# 6160115) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 10 years of experience in the finance industry.

2
Robert Christensen, financial advisor Fairport NY
Robert A. Christensen
CRD#: 7454428
10 East Church Street, Fairport, NY 14450

Robert Christensen (CRD# 7454428) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 2 years of experience in the finance industry.

3
Daniel Lysiak, financial advisor Fairport NY
Daniel R. Lysiak
CRD#: 6619571
10 East Church Street, Fairport, NY 14450

Daniel Lysiak (CRD# 6619571) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 4 years of experience in the finance industry.

4
Delbert Smith, financial advisor Fairport NY
Delbert J. Smith
CRD#: 1206790
10 East Church Street, Fairport, NY 14450

Delbert Smith (CRD# 1206790) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 16 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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