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William Taylor gray Tuggle

Sage Mountain Advisors, LLC

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About William Taylor gray Tuggle

William Tuggle is an Investment Advisor Representative at Sage Mountain Advisors, LLC. William has been in the industry since August 2008, starting with Goldman Sachs & Co. LLC in Atlanta, Georgia. William is a Chartered Financial Analyst (CFA) and holds the Series 3, 7, 57TO, and 66 licenses. William specializes in providing financial planning services to individuals, businesses, pooled investment vehicles, and charitable organizations.

Firm Information

William Tuggle 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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William Tuggle’s Registration & Firm History

GA

10/05/2022 - Present

Sage Mountain Advisors, LLC (ATLANTA GA)

GA

08/25/2008 - 03/18/2022

GOLDMAN SACHS & CO. LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 3 - National Commodity Futures Examination

BC

Issued 08/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Taylor gray Tuggle.
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