Scott W. Burch

SAGE INVESTMENT GROUP

Pasadena, CA 91107

Some features on this profile are disabled

CRD#: 2092044

Professional summary

Scott Winfield Burch is a registered financial advisor currently at SAGE INVESTMENT GROUP located in Pasadena, California.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Scott has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent. Located at 2500 E Foothill Blvd, Suite 115, Pasadena, CA, 91107. Started in 10/1989. This is not investment related. Receives commissions. Devotes approx. 100 hours per month. 2)Investor in Real Estate. Located at 136 Andrea Lane, Arcadia, CA, 91006. This is not investment related. Profits from sale of house.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Winfield Burch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 26, 2022 - Present

SAGE INVESTMENT GROUP

Office #1: 2500 E Foothill Blvd Suite 115, Pasadena, CA 91107

RIA

CRD#: 322823

Pasadena, CA

Past

May 26, 2020 - September 1, 2022

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Pasadena, CA

Past

November 30, 2015 - May 12, 2020

SAGE INVESTMENT GROUP

RIA

CRD#: 144025

PASADENA, CA

Past

February 21, 2001 - January 31, 2003

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

PASADENA, CA

Past

January 4, 2001 - January 31, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

June 22, 1999 - December 15, 2000

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

March 21, 1995 - May 18, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

September 6, 1990 - March 30, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 6, 1990 - March 30, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/4/1990

General Securities Representative Examination

Current Firm

SAGE INVESTMENT GROUP

SAGE INVESTMENT GROUP | SAGE INVESTMENT GROUP, LLC

CRD#: 322823 / SEC#:

California

Registered Investment Advisory firm - (9/26/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 E Foothill Blvd Suite 115, Pasadena, CA 91107

Mailing Address

Phone number

(626) 421-7685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Maria Zimiga

J.P. MORGAN SECURITIES LLC

Toluca Lake, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott W. Burch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Winfield Burch's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGE INVESTMENT GROUP

REGAL INVESTMENT ADVISORS LLC

SAGE INVESTMENT GROUP

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

WMA SECURITIES, INC.

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2007

Series 63

Date: 9/26/1990

Series 7

Date: 9/4/1990

Current Firm

SAGE INVESTMENT GROUP

Contact information

Documents

Red Flags

Company Information

SAGE INVESTMENT GROUP

TRUST BUT VERIFY

Similar Advisors