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Gregory Hamilton Cobb

Sage Advisory Services Ltd. Co.

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About Gregory Hamilton Cobb

Gregory Cobb is a financial advisor who currently works for Sage Advisory Services Ltd. Co. Gregory has been in the industry since 1995. Gregory holds the Series 6, Series 63, and Series 65 licenses. Gregory specializes in providing financial services to insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Gregory is also registered as an Investment Advisor Representative in the state of Texas.

Firm Information

Gregory Cobb 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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Gregory Cobb’s Registration & Firm History

TX

06/15/2018 - Present

Sage Advisory Services Ltd. Co. (AUSTIN TX)

NE

01/30/2018 - 03/27/2018

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

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Licenses & Designations

BC

Issued 02/26/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/18/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Hamilton Cobb.
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