William Taylor gray Tuggle
Investment adviser representative at Sage Mountain Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Sage Mountain Advisors, LLCFeb 2022 to now
- Goldman, Sachs & Co.Jul 2008 to Feb 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sage Mountain Advisors, LLC
$4.3BAssets managed
193Clients
21Advisers
8 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
- 5375036
- Firm CRD
- 298593