Sage Philip Harosiacalaci

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 12/2022
  Wegmans Food Markets
  Rochester, NY
• 08/2016 → 08/2017
  Glk Foods
  Manchester, NY
• 01/2023 → Present
  United Professional Advisors
  Watertown, NY
• 01/2023 → Present
  Sage Financial Planning
  Okatie, SC
• 04/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

United Professional Advisors; inv rel; 19607 NYS Rt 3, Watertown, NY 13601; Insurance Services; Agent; start date=01/2023; hrs/mo=160; trading hrs/mo=130; life and disability insurance * dba Sage Financial Planning; inv rel; 35 Sugar Mill Dr, Okatie SC 29909; Business exit planning and consulting; Partner; start date=01/2023; hrs/mo=40; trading hrs/mo=40; evaluating value drivers for businesses and consulting on business growth for exit out of a business, may include life and disability insurance consulting (CExP designation earned 2-20-26)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-05

Other Names

• Sage P Harosia Calaci
• Sage Harosia Calaci