Nicholas Barnard
Investment adviser representative at Sage Advisory Services Ltd Co
5 yearsExperience
1 stateRegistered 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
5 years in the industry.
- Sage Advisory Services, Ltd Co.Dec 2020 to now
- UnemployedSep 2020 to Dec 2020
- Fidelity Brokerage Services, LLCAug 2019 to Sep 2020
- Nanocomp TechnologiesJan 2019 to May 2019
- Wentworth By the Sea Country ClubSep 2018 to Dec 2018
- Roi EquipmentMay 2018 to Dec 2018
- Laconia Country ClubMay 2018 to Aug 2018
- Highfields Capital ManagementMay 2017 to Aug 2017
- Dhk Financial AdvisorsJul 2016 to Nov 2017
- University of New HampshireAug 2015 to May 2019
- Snapdragon AssociatesJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
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
- 7166980
- Firm CRD
- 106236