Jerry James Schuder

Employer firm

Sage Investment Advisers LLC CRD 304559

$268M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2011 → 11/2016
  Wells Fargo Advisors Llc
  Poughkeepsie, NY
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY
• 07/2019 → Present
  Sage Investment Advisers Llc
  Poughkeepsie, NY

Previous Registrations

• 2013-10-16 → 2019-07-16
  Wells Fargo Clearing Services, Llc
  Poughkeepsie, NY

Other Businesses

DOLLHOUSE PROPERTIES LLC; INVESTMENT RELATED; POUGHKEEPSIE, NY; REAL ESTATE MANGEMENT / INVESTMENT; OWNER; START DATE 2005: 10 HRS MONTH; 0 HRS DURING TRADING; DUTIES: BUY, SELL, RENOVATIVE, FLIP, DEVELOP, SUBDIVIDE PROPERTIES. WILLOW TREE COIN RARITIES LLC, INV RELATED, POUGHKEEPSIE, NY, 50% OWNER, start: 1/24/2018, 8 HOURS PER MONTH/0 DURING TRADING, DUTIES: ATTEND AUCTIONS & TRADE SHOWS TO PURCHASE AND SELL COINS Fixed Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-09
• S63 Uniform Securities Agent State Law Examination
  1995-03-03

Other Names

• Jerry J Schuder