Financial ADVSR advisor directory · SEC adviser records
Sage Mountain Advisors, LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Sage Mountain Advisors, LLC office in Atlanta, A to Z.
The short answer
19 registered advisors work at Sage Mountain Advisors, LLC in Atlanta, out of 20 at the firm nationwide; it ranks number 49 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Sage Mountain Advisors, LLC advisors in Atlanta, A to Z
Every Sage Mountain Advisors, LLC advisor →- John R. AllenChartered Financial Analyst
- Michael H. BrooksChartered Financial Analyst
- Anthony J. CoxInvestment adviser rep
- Jeffrey D. CrowCertified Financial Planner
- Charles E. DaughertyChartered Financial Analyst
- Edward M. DouthatInvestment adviser rep
- Anna R. EsodaChartered Financial Analyst
- Jason W. HowardChartered Financial Analyst
- Jeniah Z. JeffersInvestment adviser rep
- Ryan F. KittrellCertified Financial Planner, Chartered Financial Consultant
- Alyzain M. LakdawalaInvestment adviser rep
- Scott M. NeuChartered Financial Analyst
- David K. PenceInvestment adviser rep
- Christine C. PhelpsCertified Financial Planner
- Ryan C. SheffieldInvestment adviser rep
- Philip C. TarrerInvestment adviser rep
- William T. TuggleChartered Financial Analyst
- Carol Z. VaughnInvestment adviser rep
- Deborah A. WagnerInvestment adviser rep
Sage Mountain Advisors, LLC advisors in every city and state →Sage Mountain Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sage Mountain Advisors, LLC advisors in other cities
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Sage Mountain Advisors, LLC have in Atlanta?
19 investment adviser representatives are registered at Sage Mountain Advisors, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Sage Mountain Advisors, LLC one of the largest advisor employers in Atlanta?
Sage Mountain Advisors, LLC ranks number 49 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Sage Mountain Advisors, LLC advisor in Atlanta?
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 Mountain Advisors, LLC 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.