Sagetrader, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Sagetrader, LLC is organized as a limited liability company and has been registered with the SEC since 2006. FINTRX classifies the firm as “Unclassified.” Ownership is noted as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser. Available records do not include descriptions of the firm’s advisory activities, client segments, or fee structure, so there is no public detail on target client types, investment mandates, or service lines.

Assets & Accounts

Investments & Alternatives

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 7
  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

  • Raymond Lee

    Managing DirectorCRD 4223006

  • Leon Redensky

    Leon Redensky

    OwnerCRD 3115262

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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