Kathleen A. Anderson
Professional summary
Kathleen Anne Anderson, CFP®, who also goes by Kathleen Anne Oliver, is a registered financial advisor currently at SAGE WEALTH ADVISORS LLC located in Marion, Massachusetts.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kathleen has worked at 5 firms and has passed the Series 65, Series 63, Series 62, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Anne Anderson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
September 10, 2004 - Present
SAGE WEALTH ADVISORS LLC
Office #1: 26 Zora Rd, Marion, MA 02738August 4, 1999 - May 20, 2004
EASTERN POINT ADVISORS INC.
November 28, 1997 - November 1, 2002
INVESTORS CAPITAL CORP.
January 27, 1989 - December 5, 1997
METROPOLITAN LIFE INSURANCE COMPANY
January 27, 1989 - December 5, 1997
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2004)
Exams
Series 62
Date: 2/22/1999
Corporate Securities Limited Representative ExaminationCurrent Firm
SAGE WEALTH ADVISORS LLC
CRD#: 128997 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 158 |
| AUM (Assets Under Management) | $ 47,568,433 |
Red Flags
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