Andrew Robert Nugent
Investment adviser representative at Sage Capital Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$672.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Sage Capital Advisors, LLCJul 2018 to now
- Brandes Investment Partners, L.P.Oct 2011 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sage Capital Advisors, LLC
$672.8MAssets managed
232Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2446004
- Firm CRD
- 136577