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Brian Christopher Larson

Sage Advisory Services Ltd. Co.

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About Brian Christopher Larson

Brian Larson is an investment advisor representative with Sage Advisory Services Ltd. Co. in New York, NY and Austin, TX. Brian has been in the industry since 1995, previously working with AXA Advisors, LLC, Prudential Investment Management Services LLC, Dean Witter Reynolds Inc., and Gruntal & Co., L.L.C. Brian Larson is also registered with the state of Texas as an investment advisor representative.

Firm Information

Brian Larson is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Larson’s Registration & Firm History

NY

08/28/2018 - Present

Sage Advisory Services Ltd. Co. (New York NY)

NY

01/09/2001 - 12/12/2006

AXA ADVISORS, LLC (NEW YORK NY)

NJ

12/02/1999 - 10/10/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

02/04/1998 - 11/22/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

12/08/1995 - 01/22/1998

GRUNTAL & CO., L.L.C. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2005

Series 24 - General Securities Principal Examination

BC

Issued 12/06/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Christopher Larson.
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