Zachary Thomas Sooter
Investment adviser representative at Sage Advisory Services Ltd Co
16 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
16 years in the industry.
- Sage Advisory Services, Ltd. CoJul 2011 to now
- Genworth FinancialOct 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5662539
- Firm CRD
- 106236