# SAGE INVESTMENT ADVISERS LLC

SAGE INVESTMENT ADVISERS LLC of WAPPINGERS FALLS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 304559
- Type: SEC-registered investment adviser
- SEC file number: 801-116929
- Location: 1829 SOUTH ROAD, WAPPINGERS FALLS, NY, 12590
- Phone: (845) 240-1551
- Latest filing: 2026-03-17
- Regulatory AUM: $268.4M
- Discretionary AUM: $268.4M
- Clients: 5
- Accounts: 750

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jerry James Schuder | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Joseph Guarneri | OWNER AND MANAGER | — |
| SCHUDER JERRY JAMES | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Guarneri Joseph | MANAGER; MANAGING MEMBER; OWNER AND MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304559/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304559/similar
- Related entities: https://search.stillhousedata.com/firm/304559/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304559

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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.