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Lucile Allen Steitz

Sage Financial Group Inc.

West Conshohocken, PA

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Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-08-22
  • PA RA
    APPROVED
    Since 2013-08-22

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • 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 Financial Group Conshohocken PA 07/2013 Present
  • 07/2013 → Present
    Sage Financial Group
    Conshohocken, PA
Previous Registrations
  • 2010-03-09 → 2013-09-11
    Corestates Capital Advisors, Llc
    Yardley, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-12
  • S63 Uniform Securities Agent State Law Examination
    1996-12-12
Designations
Other Names
  • Lucy Allen Steitz

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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