Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony John Cox is a registered Investment Advisor Representative with Sage Mountain Advisors, LLC, in Atlanta, Georgia. Anthony has been in the financial services industry since 2009. Prior to joining Sage Mountain Advisors, LLC, Anthony worked at Goldman Sachs & Co. LLC in New York, NY. Anthony earned his Series 66, Series 7, and SIE licenses. Anthony specializes in providing investment advice to individuals, families, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Minimum fees and reporting fees
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2
GA
11/14/2018 - Present
Sage Mountain Advisors, LLC (ATLANTA GA)
NY
08/24/2009 - 08/31/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 09/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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