Inactive

Brian Matthew Loy

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-01-05

NV RA
APPROVED

Since 2026-01-05

Branch Locations

110 Country Estates Circle Suite 3, Reno, NV 89511 • 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

Organization	City	State	From	To
Sage Financial Advisors, Inc.	Reno	NV	01/1996	Present

01/1996 → Present

Sage Financial Advisors, Inc.

Reno, NV

Previous Registrations

2004-01-27 → 2023-09-01

Wealthspire Advisors

Reno, NV

Reno, NV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-06-28
S63	Uniform Securities Agent State Law Examination	1990-12-03

S65 Uniform Investment Adviser Law Examination

1993-06-28
S63 Uniform Securities Agent State Law Examination

1990-12-03

Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BENJAMIN F. EDWARDS & COMPANY, INC.

LPL FINANCIAL LLC

TREO VENTURES, LLC

ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ

ANGEL MARIE SANDOVAL

RYAN SCOTT GROSS

JAMES WARREN FRIEDLAN

SUNTALEE KOOZER

MITCHELL J MOUNTAIN

Alexander Mallett

Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV

EDWARD JONES · RENO, NV

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV

LPL FINANCIAL LLC · RENO, NV

GW FINANCIAL · RENO, NV

TREO VENTURES, LLC · RENO, NV

ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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