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Diana Marie Blair

Sage Capital Advisors, LLC

Tomball, TX

CRD 4504593

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Employer firm

Sage Capital Advisors, LLC CRD 136577

$630M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Sage Capital Advisors, Llc

122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2020-12-22
MN RA APPROVED 2017-11-03
TX RA APPROVED_RES 2013-01-30
CA RA APPROVED 2005-08-23
  • SD RA
    APPROVED
    Since 2020-12-22
  • MN RA
    APPROVED
    Since 2017-11-03
  • TX RA
    APPROVED_RES
    Since 2013-01-30
  • CA RA
    APPROVED
    Since 2005-08-23

Branch Locations

990 Village Square Dr Suite G-800, Tomball, TX 77375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Capital Advisors, Llc San Diego CA 08/2005 Present
Previous Registrations
  • 2004-01-21 → 2005-07-15
    Wells Fargo Investments, Llc
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-20
  • S66 Uniform Combined State Law Examination
    2004-01-20
Other Names
  • Diana Marie Feehan
  • Diana Marie Verdin

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
SYMPHONY FINANCIAL, LTD. CO.
EDWARD JONES

Nearby Investors

CHRISTIAN DALY SMAISTRLA
DENNIS RAY GREENSAGE
GARY KEITH GREENSAGE

Nearby Offices

LPL FINANCIAL LLC · TOMBALL, TX
SYMPHONY FINANCIAL, LTD. CO. · TOMBALL, TX
EDWARD JONES · Tomball, TX

More in Tomball, TX

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