Sagetrader, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Englewood, New Jersey
CRD number
137862
Registered since
May 19, 2006

Firm profile

FINTRX

Overview

Sagetrader, LLC is a limited liability company that has been SEC-registered since 2006. Publicly available records classify the firm as unclassified and list its owner type as a domestic entity and an individual. The dataset flags Sagetrader as not operating as a capital allocator and not identifying as an active ESG investor; it is also not documented as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The firm did not provide descriptive details about its advisory activities, fee model, client segments, or broader business activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Forsythe

    Michael Forsythe

    Chief Operating OfficerCRD 2772933

  • Ryan Stipanich

    Ryan Stipanich

    Chief Compliance OfficerCRD 5053220

Contacts

3 of 6
  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

  • Raymond Lee

    Managing DirectorCRD 4223006

  • Leon Redensky

    Leon Redensky

    OwnerCRD 3115262

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Englewood, NJ

Bergen

Location

Englewood, NJ

Headquartered in Englewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
282 Grand Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth