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Executive Committee Member · Sage Advisory Services LTD Co

Robert D. Williams

CRD 2729509 · 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 D. Williams on its Form ADV as Executive Committee Member, a control person.

Firms and roles

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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Control-person status
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When each role began
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Each firm’s assets and growth
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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 (15)

10 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 15 free

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.