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Ralph John Cetrulo

Sage Financial Group Inc.

West Conshohocken, PA

Wilmington, DE

CRD 4057338

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Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

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 2000-02-29
DE RA APPROVED 2000-02-22
  • PA RA
    APPROVED
    Since 2000-02-29
  • DE RA
    APPROVED
    Since 2000-02-22

Branch Locations

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

1700 W. 14Th Street, Wilmington, DE 19806 • 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
Stephano Slack, Llc Wilmington DE 10/2014 Present
  • 10/2014 → Present
    Stephano Slack, Llc
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-01
  • S66 Uniform Combined State Law Examination
    1999-12-01
Other Names
  • Ralph Cetrulo Iii

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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