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Timothy J Byerly

Sage Mountain Advisors, LLC

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About Timothy J Byerly

Timothy Byerly is an investment advisor representative with Sage Mountain Advisors, LLC. Timothy has been in the industry for over 6 years and is registered in Georgia. Timothy holds the Series 65, Series 63, and Series 7 licenses, as well as the SIE exam. Previously, Timothy was employed by Foreside Fund Services, LLC and Angel Oak Capital Advisors. Timothy's areas of expertise include financial planning, portfolio management, and selection of other advisors.

Firm Information

Timothy Byerly 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.

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financial planning services

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

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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 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.

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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other

Minimum fees and reporting fees

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Timothy Byerly’s Registration & Firm History

GA

01/09/2024 - Present

Sage Mountain Advisors, LLC (ATLANTA GA)

GA

05/09/2017 - 04/06/2023

FORESIDE FUND SERVICES, LLC (Atlanta GA)

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Licenses & Designations

IA

Issued 09/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy J Byerly.
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