John Russell Allen
Investment adviser representative at Sage Mountain Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$4.3BFirm assets
Are you John Russell Allen? Claim your profile
Contact this firm
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
12 years in the industry.
- Sage Mountain Advisors, LLCApr 2020 to now
- Berman Capital Advisors, LLCAug 2014 to Nov 2020
Designations
- CFA
Exams passed
No exams in this record.
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
- 5454936
- Firm CRD
- 298593