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Carl Edward Rustin

Sage Capital Advisors, LLC

Sioux Falls, SD

San Diego, CA

CRD 5045788

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Employer firm

Sage Capital Advisors, LLC CRD 136577

$630M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Sage Capital Advisors, Llc

122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2022-10-11
  • CA RA
    APPROVED_RES
    Since 2022-10-11

Branch Locations

122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104 • United States

11440 West Bernardo Court Suite 300, San Diego, CA 92127 • 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
Sage Capital Advisors, Llc San Diego CA 01/2010 Present

View on SEC IAPD

Nearby Firms

MARINER
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES

Nearby Investors

RUSSELL JAMES PIXLER
Morgen Hall
Christina Lynn

Nearby Offices

MARINER · Sioux Falls, SD
MARINER · Sioux Falls, SD
THRIVENT INVESTMENT MANAGEMENT INC. · SIOUX FALLS, SD

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