Aaron Spatz
Investment adviser representative at Sage Advisory Services Ltd Co
13 yearsExperience
2 statesRegistered in
$28.4BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sage Advisory Services, Ltd Co.Jul 2024 to now
- Foreside Financial Services, LLCFeb 2022 to Jun 2024
- Perpetual Americas Funds Distributors, LLCFeb 2022 to Jun 2024
- Perpetual US Services, LLCFeb 2022 to Jun 2024
- First Western TrustMay 2021 to Jan 2022
- Vision 4 Fund Distributors LLCSep 2019 to Apr 2021
- Sunamerica Asset Management Corp.Dec 2013 to Sep 2019
- Sunamerica Capital Services, Inc.Dec 2013 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Sage Advisory Services Ltd Co
$28.4BAssets managed
14,363Clients
42Advisers
30 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
- 3073470
- Firm CRD
- 106236