Chief Compliance Officer · Sage Private Wealth Group, LLC
Christy J. Fabian
CRD 5872007 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sage Private Wealth Group, LLC, an SEC-registered wealth manager based in Oakbrook Terrace, IL with $441 million in regulatory assets, lists Christy J. Fabian on its Form ADV as Chief Compliance Officer. The SEC filings also name Christy at 1 other registered adviser.
Firms and roles
- Sage Private Wealth Group, LLCChief Compliance OfficerWealth manager · Oakbrook Terrace, IL · $441M in regulatory assets
- Velaris Wealth ManagementChief Compliance OfficerPrivate fund adviser · Orlando, FL · $129M in regulatory assets
AtlasMembers
Christy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Khaled A. TahaManaging Member, Sage Private Wealth Group, LLC
- Noha El-ShareifMember/chief Strategy Officer, Sage Private Wealth Group, LLC
- Daniel Bochnia StapffPresident / Director, Velaris Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.