President and Chief Compliance Officer · Sage Investment Advisers LLC
Jerry J. Schuder
CRD 2573583 · Named on Form ADV at one SEC-registered adviser
At a glance
Sage Investment Advisers LLC, an SEC-registered wealth manager based in Wappingers Falls, NY with $268 million in regulatory assets, lists Jerry J. Schuder on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Sage Investment Advisers LLCPresident and Chief Compliance OfficerWealth manager · Wappingers Falls, NY · $268M in regulatory assets
AtlasMembers
Jerry’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.