SAGE WEALTH MANAGEMENT, INC.
CRD #112793 SEC #801-57996 SARATOGA SPRINGS, NY 518-583-4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
51
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- Dec 5, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, REBECCA, CERRONE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, TIMOTHY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, TIMOTHY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, TIMOTHY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, TIMOTHY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
| KURCHNER, JASON, HARRY | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 5, 2011 REGISTERED
Notice Filings (1)
NY
Address
340 BROADWAYSARATOGA SPRINGS, NY 12866
United States
Phone: 518-583-4000