Deborah
Wagner
Sage Mountain Advisors, LLC
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About this Advisor
Deborah Wagner is a financial advisor operating in Atlanta, Georgia, who has 4 years of industry experience. Wagner currently works for Sage Mountain Advisors, LLC. Their career trajectory has included roles at Pnc Investments, Pnc Bank, Goldman Sachs and Sage Mountain Advisors. Wagner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Sage Mountain Advisors, LLC is a registered investment business that has its headquarters in Atlanta, GA. It manages $2 billion in assets between its 132 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 132 customer accounts, 87% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which service is provided. Fees charged by Sage Mountain Advisors, LLC can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Mountain Advisors, LLC Brokerage Details
$1,527,367,629
20
132
$11,570,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Deborah Wagner Work History
Deborah has been registered as a financial advisor for 4 years.*
Sage Mountain Advisors
Goldman Sachs
Pnc Investments
Pnc Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deborah Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage Mountain Advisors, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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