Michael Richard Bell
Investment adviser representative at Sage Advisors, LLC
10 yearsExperience
2 statesRegistered in
$575.1MFirm assets
7 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sage Advisors, LLCFeb 2020 to now
- Massmutual Life Insurance CompanyApr 2016 to now
- Kms Financial Services, Inc.Jan 2019 to Oct 2020
- MML Investors Services, LLCMay 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Sage Advisors, LLC
$575.1MAssets managed
690Clients
4Advisers
7 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
- 6373885
- Firm CRD
- 301328