linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Deborah Allison Wagner

Sage Mountain Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Deborah? Claim Your Profile

About Deborah Allison Wagner

Deborah Allison Wagner is a financial advisor who has been in the industry since 2012. Deborah is currently registered with Sage Mountain Advisors, LLC in Atlanta, GA. Deborah has previously worked at Goldman Sachs & Co. LLC, PNC Investments, and Merrill Lynch. Deborah specializes in Financial Planning, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Deborah Wagner is currently registered with Sage Mountain Advisors, LLC. Sage Mountain Advisors, LLC is an investment advisor based in Atlanta, Georgia. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles, managing approximately $2.19 billion in assets.
Sage Mountain Advisors, LLC

945 EAST PACES FERRY ROAD NE

ATLANTA, GA 30326

$2.19B

Assets Under Management

7

Total Clients

17

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Minimum fees and reporting fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Deborah Wagner’s Registration & Firm History

GA

04/25/2019 - Present

Sage Mountain Advisors, LLC (ATLANTA GA)

NY

03/21/2014 - 10/16/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

PA

11/21/2012 - 03/11/2014

PNC INVESTMENTS (PITTSBURGH PA)

GA

01/19/2012 - 07/05/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)

Not sure if Deborah Allison Wagner is right for you?

Licenses & Designations

BOTH

Issued 02/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Allison Wagner.
Not sure if Deborah Allison Wagner is right for you?