# SAGE ADVISORY SERVICES LLC

SAGE ADVISORY SERVICES LLC of WEST NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109244
- Type: SEC-registered investment adviser
- SEC file number: 801-39009
- Location: 432 CHERRY STREET, STE 100, WEST NEWTON, MA, 02465
- Phone: 617-965-2277
- Latest filing: 2003-03-12
- Regulatory AUM: $36.8M
- Discretionary AUM: $36.8M
- Clients: 1
- Accounts: 88

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [STEVENS MICHAEL BURR](https://search.stillhousedata.com/person/761908) | PRESIDENT | — |
| [EVERITT BRUCE WALLACE](https://search.stillhousedata.com/person/781357) | MEMBER | — |
| [DENNEY JOHN](https://search.stillhousedata.com/person/781358) | MEMBER; PRESIDENT, CEO | — |
| [CARNE MICHAEL JOSEPH](https://search.stillhousedata.com/person/781359) | MEMBER | — |
| [ROLLERT GORDON JULIUS](https://search.stillhousedata.com/person/781360) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109244/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109244/similar
- Related entities: https://search.stillhousedata.com/firm/109244/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109244

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.