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CRD#: 315039
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SAGE RESIDENTIAL MANAGEMENT LLC is located at 192 Headquarters Plaza East Tower, 6th Floor, Morristown, NJ 07960. SAGE RESIDENTIAL MANAGEMENT LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SAGE RESIDENTIAL MANAGEMENT LLC’s clients are individuals and 0% of their clients are high net worth individuals. SAGE RESIDENTIAL MANAGEMENT LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SAGE RESIDENTIAL MANAGEMENT LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SAGE RESIDENTIAL MANAGEMENT LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SAGE RESIDENTIAL MANAGEMENT LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SAGE RESIDENTIAL MANAGEMENT LLC Comes From

Understanding the Statistics for SAGE RESIDENTIAL MANAGEMENT LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
192 Headquarters Plaza East Tower 6th Floor, Morristown, NJ, 07960
Phone Number
(646) 693-6673
Related websites
https://www.linkedin.com/company/sage-resi
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SAGE MSROF PARTNERS LPMEMBER04/2021
VOLOSOV, MARKPRESIDENT, CHIEF EXECUTIVE OFFICER, ELECTED MANAGER04/20217383574
ANDREWS, CLIFFORD, SIMPLERCHIEF MARKETING AND BUSINESS DEVELOPMENT OFFICER04/20211895779
VOLOSOV, MYLESTREASURER, SECRETARY, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER04/20216850664
Pasternak, DamianCHIEF INVESTMENT OFFICER, ELECTED MANAGER04/20217386377

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Advisor's working at SAGE RESIDENTIAL MANAGEMENT LLC

AV
AdvisorCheck Check Mark

Anthony Venturi

PR
CRD#: 7905530
Location:
Scottsdale, AZ 85260
Company:
COLE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
1 year
View Profile
Robert Randall Morrison
AdvisorCheck Check Mark

Robert Randall Morrison

Bob Morrison
IAR
RR
CRD#: 5419627
Location:
Beaverton, OR 97006
Company:
CROSS FINANCIAL ADVISORS
Disclosures:
Experience:
17 years
View Profile
AG
AdvisorCheck Check Mark

Adam Alexander Gelmon

Adam Gelmon
IAR
RR
CRD#: 6138397
CFP®: Certified Financial Planner
Location:
Dallas, TX 75201
Company:
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Disclosures:
Experience:
13 years
View Profile
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