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Sustainable Advisors Alliance LLC CRD 312061
$235M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-12 |
Branch Locations
12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States
112 Spring Street, Suite 302, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sustainable Wealth Advisors | Saratoga Springs | NY | 01/2016 | Present |
| Waldorf School Of Saratoga Springs | Saratoga Springs | NY | 01/2016 | Present |
| Home Maker | Saratoga Springs | NY | 01/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
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