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Alex Bender

Investment adviser representative at Sage Advisory Services Ltd Co
11 yearsExperience
1 stateRegistered in
CFADesignation
$28.4BFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Sage Advisory Services Ltd CoJul 2025 to now
  2. Pgim Fixed IncomeNov 2021 to Jun 2025
  3. Huntington BankSep 2019 to Oct 2021
  4. StudentJul 2015 to Aug 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (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
6900104
Firm CRD
106236
Advisor's SEC record (opens in a new tab)
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