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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2006. The firm is recorded as having both a domestic entity and an individual as owner types and is categorized as "Unclassified" in the available dataset. The profile indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser.

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
  • Ryan Stipanich

    Ryan Stipanich

    Chief Compliance OfficerCRD 5053220

  • Michael Forsythe

    Michael Forsythe

    Chief Operating OfficerCRD 2772933

Contacts

3 of 6
  • Raymond Lee

    Managing DirectorCRD 4223006

  • Leon Redensky

    Leon Redensky

    OwnerCRD 3115262

  • Reese Goldberg

    Reese Goldberg

    Trading AnalystCRD 8216954

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth