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Robert Arthur Christensen

Sage Tree Wealth

Fairport, NY

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Current Employers
Sage Tree Wealth

10 East Church Street, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-15
  • NY RA
    APPROVED
    Since 2022-04-15

Branch Locations

10 East Church Street, Fairport, NY 14450 • 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
Aftek Filters Rochester NY 08/2016 10/2021
Sage Tree Wealth Fairport NY 08/2021 Present
  • 08/2016 → 10/2021
    Aftek Filters
    Rochester, NY
  • 08/2021 → Present
    Sage Tree Wealth
    Fairport, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15
Other Names
  • Robb Christensen

View on SEC IAPD

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Other Offices

MANNING & NAPIER ADVISORS, LLC · FAIRPORT, NY
CETERA INVESTMENT ADVISERS LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
COMMONWEALTH FINANCIAL NETWORK · Fairport, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRPORT, NY
LPL FINANCIAL LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY

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