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Anna Reid Esoda

Sage Mountain Advisors, LLC

Atlanta, GA

CRD 7710976

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Employer firm

Sage Mountain Advisors, LLC CRD 298593

$4.29B regulatory AUM 13 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Sage Mountain Advisors, Llc

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-02
  • GA RA
    APPROVED
    Since 2024-02-02

Branch Locations

945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • 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
Signature Fd Atlanta GA 07/2012 02/2022
Sage Mountain Advisors, Llc Atlanta GA 02/2022 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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