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Financial ADVSR advisor directory · SEC adviser records

Sage Financial Advisors Inc. financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Sage Financial Advisors Inc. office in Scottsdale, A to Z.

The short answer

4 registered advisors work at Sage Financial Advisors Inc. in Scottsdale, out of 5 at the firm nationwide; it ranks number 86 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Sage Financial Advisors Inc. advisors in Scottsdale, A to Z

Every Sage Financial Advisors Inc. advisor →

Sage Financial Advisors Inc. advisors in every city and state →Sage Financial Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sage Financial Advisors Inc. advisors in other cities

Scotts Valley, CA 1

Other firms in Scottsdale

All Scottsdale advisors →

Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49

Questions

How many financial advisors does Sage Financial Advisors Inc. have in Scottsdale?

4 investment adviser representatives are registered at Sage Financial Advisors Inc. offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Sage Financial Advisors Inc. one of the largest advisor employers in Scottsdale?

Sage Financial Advisors Inc. ranks number 86 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.

How do I check a Sage Financial Advisors Inc. advisor in Scottsdale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sage Financial Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.