Derek Stephen Sage
Investment adviser representative at Rise North Capital Investment Advisors
10 yearsExperience
3 statesRegistered in
$50.6MFirm assets
Under 1 yearFirm 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.
- Rise North Capital Investment AdvisorsMay 2026 to now
- Rise North CapitalJul 2022 to now
- UnemployedApr 2022 to Jun 2022
- Full Time StudentMar 2016 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Rise North Capital Investment Advisors
Legal name: Rnc Ria LLC
$50.6MAssets managed
408Clients
11Advisers
Under 1 yearIn 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
- 8257761
- Firm CRD
- 336740