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Inactive

Ira Gene Sager

Advisors Capital Management, LLC

Wayland , MA

Ridgewood, NJ

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Current Employers
Advisors Capital Management, Llc

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-15
TX RA APPROVED 2026-06-15
  • MA RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

Wayland , MA • United States

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • 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
First Allied Securities, Inc San Diego CA 08/2012 07/2019
First Allied Advisory Services, Inc. Chesterfield MO 08/2012 07/2019
Sorrento Pacific Financial, Llc San Diego CA 07/2019 11/2019
Fiduciary Planning, Llc Sudbury MA 07/2019 11/2019
Optiwealth, Llc Dba Optimum Wealth Sudbury MA 11/2019 06/2026
Purshe Kaplan Sterling Investments Albany NY 11/2019 04/2021
Advisors Capital Management, Llc Ridgewood NJ 06/2026 Present
  • 08/2012 → 07/2019
    First Allied Securities, Inc
    San Diego, CA
  • 08/2012 → 07/2019
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 07/2019 → 11/2019
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 07/2019 → 11/2019
    Fiduciary Planning, Llc
    Sudbury, MA
  • 11/2019 → 06/2026
    Optiwealth, Llc Dba Optimum Wealth
    Sudbury, MA
  • 11/2019 → 04/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2026 → Present
    Advisors Capital Management, Llc
    Ridgewood , NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-21
  • S66 Uniform Combined State Law Examination
    2004-09-21
Designations
Other Names
  • Ira Gene Smotroff
  • Ira Gene Sager
  • Ira G Sager

View on SEC IAPD

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J.D. CAPITAL PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC

Other Investors

GEORGE LICHT
WILFRED ROSS KEYSER
JOHN STEPHEN GARRITY
DAVID TOWER EVERTS
Michael Kenneth Blau
JESSICA GUO
CHENG HAO WANG
Alexander Earl Kaye

Other Offices

UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
UBS FINANCIAL SERVICES INC. · WELLESLEY, MA
RAYMOND JAMES & ASSOCIATES, INC. · Wellesley, MA
RAYMOND JAMES & ASSOCIATES, INC. · Wellesley Hills, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLESLEY HILLS, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLESLEY HILLS, MA
J.D. CAPITAL PARTNERS LLC · WELLESLEY, MA

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