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Derek Stephen Sage

Rise North Capital Investment Advisors

Braintree, MA

Nashua, NH

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Current Employers
Rise North Capital Investment Advisors

25 Braintree Hill Office Park, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
NH RA APPROVED 2026-05-07
TX RA APPROVED 2026-05-07
  • MA RA
    APPROVED
    Since 2026-06-09
  • NH RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-07

Branch Locations

25 Braintree Hill Office Park, Braintree, MA 02184 • United States

61 Spit Brook Rd Suite 300, Nashua, NH 03062 • 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
Rise North Capital Investment Advisors Braintree MA 05/2026 Present
Full Time Student Lowell MA 03/2016 03/2022
Rise North Capital Braintree MA 07/2022 Present
Unemployed Lowell MA 04/2022 06/2022
  • 05/2026 → Present
    Rise North Capital Investment Advisors
    Braintree, MA
  • 03/2016 → 03/2022
    Full Time Student
    Lowell, MA
  • 07/2022 → Present
    Rise North Capital
    Braintree, MA
  • 04/2022 → 06/2022
    Unemployed
    Lowell, MA
Other Businesses

(1) Rise North Capital; Yes; Braintree, MA; Insurance Services; Insurance Agent; 07/2022; 50% of total time spent on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-04
  • S65 Uniform Investment Adviser Law Examination
    2026-02-04

View on SEC IAPD

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