Best Investors Account Sign in

Yaqarah Batach Sage

Morgan Stanley

West Hartford, CT

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-01-26
TX RA APPROVED 2024-01-26
  • CT RA
    APPROVED
    Since 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-26

Branch Locations

433 South Main Street, West Hartford, CT 06110 • 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
Goldman Sachs Cohoes NY 06/2021 01/2023
Ayco, Through Advantagexpo Cohoes NY 06/2020 06/2021
Skidmore College Saratoga Spings NY 08/2019 05/2020
Skidmore College Saratoga Springs NY 09/2015 05/2019
Mazzone Hospitality Saratoga Springs NY 04/2019 12/2019
Skidmore College Saratoga Springs NY 09/2015 05/2019
Skidmore College Saratoga Springs NY 04/2017 10/2020
Unemployed East Hartford CT 01/2023 09/2023
Marinelli Wealth Management West Hartford CT 09/2023 01/2024
Raymond James Financial Services, Inc. West Hartford CT 09/2023 01/2024
Morgan Stanley Smith Barney Llc West Hartford CT 01/2024 Present
  • 06/2021 → 01/2023
    Goldman Sachs
    Cohoes, NY
  • 06/2020 → 06/2021
    Ayco, Through Advantagexpo
    Cohoes, NY
  • 08/2019 → 05/2020
    Skidmore College
    Saratoga Spings, NY
  • 09/2015 → 05/2019
    Skidmore College
    Saratoga Springs, NY
  • 04/2019 → 12/2019
    Mazzone Hospitality
    Saratoga Springs, NY
  • 09/2015 → 05/2019
    Skidmore College
    Saratoga Springs, NY
  • 04/2017 → 10/2020
    Skidmore College
    Saratoga Springs, NY
  • 01/2023 → 09/2023
    Unemployed
    East Hartford, CT
  • 09/2023 → 01/2024
    Marinelli Wealth Management
    West Hartford, CT
  • 09/2023 → 01/2024
    Raymond James Financial Services, Inc.
    West Hartford, CT
  • 01/2024 → Present
    Morgan Stanley Smith Barney Llc
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-06
S63 Uniform Securities Agent State Law Examination 2021-09-27
  • S65 Uniform Investment Adviser Law Examination
    2023-12-06
  • S63 Uniform Securities Agent State Law Examination
    2021-09-27
Other Names
  • Kara Sage
  • Yaqarah Sage

View on SEC IAPD

Other Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PRIME CAPITAL FINANCIAL
THE PATRIOT FINANCIAL GROUP, LLC
NEWEDGE ADVISORS

Other Investors

David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI

Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

More in West Hartford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor