Scott Winfield Burch

Employer firm

Sage Investment Group CRD 322823

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → Present
  Real Estate Investor
  Pasadena, CA
• 01/2010 → Present
  Sage Investment Group
  Pasadena, CA
• 05/2020 → 08/2022
  Regal Investment Advisors, Llc
  Kentwood, MI
• 08/2022 → Present
  Sage Investment Group, Llc
  Pasadena, CA

Previous Registrations

• 2020-05-26 → 2022-09-01
  Regal Investment Advisors Llc
  Pasadena, CA
  Kentwood, MI
• 2015-11-30 → 2020-05-12
  Sage Investment Group
  Pasadena, CA
• 2001-02-21 → 2003-01-31
  Fsc Securities Corporation
  Pasadena, CA

Other Businesses

1) Licensed insurance agent. Located at 2500 E Foothill Blvd, Suite 115, Pasadena, CA, 91107. Started in 10/1989. This is not investment related. Receives commissions. Devotes approx. 100 hours per month. 2)Investor in Real Estate. Located at 136 Andrea Lane, Arcadia, CA, 91006. This is not investment related. Profits from sale of house.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  1990-09-26