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William Anthony Malloy

Sage Financial Group Inc.

West Conshohocken, PA

CRD 6796623

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Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-09
  • PA RA
    APPROVED
    Since 2022-09-09

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • 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
Janney Montgomery Scott Philadelphia PA 05/2017 11/2020
Temple University Philadelphia PA 08/2012 05/2017
Sage Financial Group, Inc. West Conshohocken PA 06/2022 Present
Reliance Standard Life Insurance Philadelphia PA 11/2020 06/2022
  • 05/2017 → 11/2020
    Janney Montgomery Scott
    Philadelphia, PA
  • 08/2012 → 05/2017
    Temple University
    Philadelphia, PA
  • 06/2022 → Present
    Sage Financial Group, Inc.
    West Conshohocken, PA
  • 11/2020 → 06/2022
    Reliance Standard Life Insurance
    Philadelphia, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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