President and Co-Chief Investment Officer · Sage Advisory Services LTD Co
Robert G Smith
CRD 1276003 · Named on Form ADV at one SEC-registered adviser
At a glance
Sage Advisory Services LTD Co, an SEC-registered asset manager based in Austin, TX with $28.4 billion in regulatory assets, lists Robert G Smith on its Form ADV as President and Co-Chief Investment Officer, a control person.
Firms and roles
- Sage Advisory Services LTD CoPresident and Co-Chief Investment OfficerAsset manager · Austin, TX · $28B 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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 (15)
- Jr. R. C. PeckVice President, Sage Advisory Services LTD Co
- Sean C. KrasanVice President, Sage Advisory Services LTD Co
- Thomas H. UranoCo-Chief Investment Officer, Sage Advisory Services LTD Co
- Robert D. WilliamsExecutive Committee Member, Sage Advisory Services LTD Co
- Jeffery S. TimlinVice President, Sage Advisory Services LTD Co
10 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 15 freeSomething 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.