Sage Vitale D'APrile

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2023 → Present
  Forum Financial Management, Lp
  Cohoes, NY
• 06/2023 → Present
  Stark & D'APrile Cpas Pc
  Cohoes, NY
• 06/2023 → Present
  United States Marines
  Cleveland, OH
• 07/2012 → 06/2023
  United States Marines
  Cleveland, OH

Other Businesses

1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; Tax and Client Service Associate; 6/2023; 160 hours/month devoted; 100 hours during securities trading hours; The activities include daily office administration, various client service support, and assisting with tax return preparation. This activity is year around, however, the hours disclosed reflect the time spent during tax season (January - April). Outside of tax season, time commitment is substantially less, averaging approximately 20 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-10