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Vice President · Sage Tree Wealth

Robert A. Christensen

CRD 7454428 · Named on Form ADV at one SEC-registered adviser

At a glance

Sage Tree Wealth, an SEC-registered wealth manager based in Fairport, NY with $33 million in regulatory assets, lists Robert A. Christensen on its Form ADV as Vice President.

Firms and roles

  • Sage Tree WealthVice PresidentWealth manager · Fairport, NY · $33M in regulatory assets

AtlasMembers

Robert’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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.