Khaled Awad Taha
Investment adviser representative at Sage Private Wealth Group, LLC
15 yearsExperience
4 statesRegistered in
$440.8MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Sage Advice Group Enterprises, LLCJan 2020 to now
- Sage Tax AdvisoryJan 2019 to now
- Sage Management Holdings, LLCNov 2017 to now
- Sage Private Wealth Group, LLCNov 2014 to now
- Raymond James Financial Services Advisors Inc.Oct 2011 to Oct 2020
- Raymond James Financial Services, Inc.Oct 2011 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, PR, TX).
Sage Private Wealth Group, LLC
$440.8MAssets managed
482Clients
10Advisers
5 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
- 4481128
- Firm CRD
- 173399