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Howard Theodore Gottlieb

Sage Capital Management LLC

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About Howard Theodore Gottlieb

Howard Gottlieb is an investment advisor representative currently registered with Sage Capital Management LLC. Howard has been in the industry since 1990, and is registered in New Jersey and New York. Howard also previously worked for PRUCO SECURITIES CORPORATION and SCUDDER INVESTOR SERVICES, INC. Howard specializes in managing individual, pooled investment vehicles, and pension plan accounts. Howard has passed the Series 6, 63, and 65 exams. Howard is currently registered as an Investment Advisor Representative with Sage Capital Management LLC.

Firm Information

Howard Gottlieb is currently registered with Sage Capital Management LLC. Sage Capital Management LLC is an investment advisor headquartered in New York. The firm manages approximately $296 million in assets for clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Sage Capital Management provides a range of investment advisory services, including portfolio management for individuals and pooled investment vehicles. The firm also provides pension consulting and selection of other advisors. Sage Capital Management has two licensed agents and two investment advisor representatives.

$296.02M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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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Howard Gottlieb’s Registration & Firm History

NJ

12/27/2021 - Present

Sage Capital Management LLC (STOCKTON NJ)

NJ

11/12/1997 - 07/07/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NY

04/16/1990 - 04/23/1996

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Theodore Gottlieb.
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