CRD: 304559
Sage Investment Advisers LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2019
- Office Locations
- 1
Office Locations
About Sage Investment Advisers LLC
Sage Investment Advisers, LLC is an independent, fee-only fiduciary based in Wappingers Falls, NY, serving individuals, families, and small business owners locally and via virtual meetings nationwide. The firm provides financial planning and discretionary investment management with a retirement-and-legacy focus, including rollovers and Social Security optimization, building diversified, risk-aligned portfolios with ongoing monitoring. Client custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JERRY JAMES SCHUDER
Chief Compliance Officer, President
- CRD
- #2573583
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Guarneri
Investment Advisor
- CRD
- #7151489
CHARLES B. LEVINSON
Advisor
- CRD
- #710843
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,400,685 | $357,868 |
| Non-Discretionary | $0 | -- |
| Total | $268,400,685 | $357,868 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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