# LEO FREDERICK SAGE

LEO FREDERICK SAGE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with GREAT VALLEY ADVISOR GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREAT VALLEY ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/123913) | 2023-11-02 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-11-18 | 2018-05-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2011-11-18 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2008-12-03 | 2009-10-23 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2004-12-08 | 2008-12-02 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2004-02-04 | 2004-09-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4081585)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4081585.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.