Mark R. Anderson

PACIFIC SAGE PARTNERS

EDMONDS, WA 98020

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CRD#: 2345544

Professional summary

Mark Robert Gardner Anderson, AIF®, who also goes by Mark R G Anderson, is a registered financial advisor currently at PACIFIC SAGE PARTNERS, LLC located in Edmonds, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Mark has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark R G Anderson

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.

Licensed insurance professional; same address; not investment-related; less than 10% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Gardner Anderson's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 1, 2022 - Present

PACIFIC SAGE PARTNERS, LLC

Office #1: 505 5th Avenue South Suite 104, Edmonds, WA 98020

RIA

CRD#: 315663

EDMONDS, WA

Past

October 19, 2012 - April 12, 2022

TRADEWINDS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 145934

SHORELINE, WA

Past

June 20, 2008 - October 22, 2012

EDWARD JONES

RIA

CRD#: 250

SHORELINE, WA

Past

August 11, 1993 - October 22, 2012

EDWARD JONES

CRD#: 250

SHORELINE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 Approved)

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

Texas
(4/20/2022)

IAR

Washington
(4/1/2022)

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 66

Date: 6/16/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/19/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/9/1993

General Securities Representative Examination

Current Firm

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 Approved)

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Contact information

Main Address

505 5th Avenue South Suite 104, Edmonds, WA 98020

Mailing Address

Phone number

(206) 533-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,369
AUM (Assets Under Management)	$ 857,768,310

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.

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Mark R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Gardner Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC SAGE PARTNERS, LLC

TRADEWINDS CAPITAL MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PACIFIC SAGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2008

Series 63

Date: 8/19/1993

Series 7

Date: 8/9/1993

Current Firm

PACIFIC SAGE PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC SAGE PARTNERS, LLC

TRUST BUT VERIFY

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