J Timothy Dyer

Employer firm

Sage Capital Advisors, LLC CRD 136577

$630M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2011 → Present
  Sage Capital Advisors, Llc
  La Jolla, CA

Previous Registrations

• 2008-08-08 → 2011-12-08
  Decision Investments, Inc.
  San Diego, CA
• 2002-11-06 → 2008-08-22
  Ubs Financial Services Inc.
  San Diego, CA
  San Diego, CA
• 1998-12-24 → 2002-11-12
  Prudential Equity Group, Llc
  San Diego, CA

Other Businesses

Mr. Dyer acts as a sales agent of various insurance companies. This activity is done by Mr. Dyer as an individual and not via Sage. In this capacity, Mr. Dyer may receive sales commissions and other revenues. These commissions may cause the Mr. Dyer to have a conflict of interest in recommending an insurance firm. Sage clients are never obligated to purchase insurance products from Mr. Dyer.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-04
• S63 Uniform Securities Agent State Law Examination
  1998-10-07

Other Names

• Tim Dyer
• John Timothy Dyer