Ralph
Cetrulo
Sage Financial Group Inc
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About this Advisor
Ralph Cetrulo is a financial advisor who works in Conshohocken, Pennsylvania who has 23 years of relevant experience. Cetrulo works at Sage Financial Group Inc. Throughout their career, Cetrulo has worked at Axa Advisors, LLC, Cetrulo & Morgan Group and Stephano Slack, LLC. Cetrulo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Delaware and Pennsylvania. Sage Financial Group Inc is an advisory firm that has its headquarters in Conshohocken, PA. The investment advisory business has a total of 27 people on staff. It controls $3 billion in assets between its 3,567 client accounts, making it one of the largest firms in the country by assets under management. The firm serves six charities and foundations. Of its 3,567 customer accounts, 70% are held by high-net-worth individuals who have greater than $1 million in assets. Sage Financial Group Inc performs a diverse set 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. Financial management fees typically depend on which services are offered. Fees charged by Sage Financial Group Inc most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Financial Group Inc Brokerage Details
$2,701,612,545
27
3,567
$757,391
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
Ralph Cetrulo Work History
Ralph has been registered as a financial advisor for 23 years.*
Stephano Slack, LLC
Cetrulo & Morgan Group
Axa Advisors, LLC
*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 Ralph Cetrulo 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 Financial Group Inc
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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