Jerry J. Schuder

SAGE INVESTMENT ADVISERS LLC

Wappingers Falls, NY 12590

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CRD#: 2573583

Professional summary

Jerry James Schuder, who also goes by Jerry J Schuder, is a registered financial advisor currently at SAGE INVESTMENT ADVISERS LLC located in Wappingers Falls, New York.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jerry has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry J Schuder

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.

DOLLHOUSE PROPERTIES LLC; INVESTMENT RELATED; POUGHKEEPSIE, NY; REAL ESTATE MANGEMENT / INVESTMENT; OWNER; START DATE 2005: 10 HRS MONTH; 0 HRS DURING TRADING; DUTIES: BUY, SELL, RENOVATIVE, FLIP, DEVELOP, SUBDIVIDE PROPERTIES. WILLOW TREE COIN RARITIES LLC, INV RELATED, POUGHKEEPSIE, NY, 50% OWNER, start: 1/24/2018, 8 HOURS PER MONTH/0 DURING TRADING, DUTIES: ATTEND AUCTIONS & TRADE SHOWS TO PURCHASE AND SELL COINS Fixed Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry James Schuder'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®

None

Experience

Current

November 13, 2020 - Present

SAGE INVESTMENT ADVISERS LLC

Office #1: 1829 South Road, Wappingers Falls, NY 12590

RIA

CRD#: 304559

Wappingers Falls, NY

Past

October 16, 2013 - July 16, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

POUGHKEEPSIE, NY

Past

April 15, 2011 - July 16, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

POUGHKEEPSIE, NY

Past

June 1, 2009 - May 5, 2011

MORGAN STANLEY

CRD#: 149777

POUGHKEEPSIE, NY

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

ALBANY, NY

Past

April 15, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ALBANY, NY

Past

September 3, 1999 - May 6, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 7, 1995 - September 10, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

SAGE INVESTMENT ADVISERS LLC

SAGE INVESTMENT ADVISERS LLC | SAGE ONE LLC

CRD#: 304559 / SEC#: 801-116929

RIA

Registered Investment Advisory firm - (7/11/2019 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

Florida
(11/13/2020)

IAR

New York
(8/17/2021)

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: 3/9/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/31/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/6/1995

General Securities Representative Examination

Current Firm

SAGE INVESTMENT ADVISERS LLC

SAGE INVESTMENT ADVISERS LLC | SAGE ONE LLC

CRD#: 304559 / SEC#: 801-116929

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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Contact information

Main Address

1829 South Road, Wappingers Falls, NY 12590

Mailing Address

Phone number

(845) 240-1551

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/13/2025)

Regulatory assets under management

Total Number of Accounts	667
AUM (Assets Under Management)	$ 224,740,000

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jerry J. Schuder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry James Schuder's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SAGE INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/1995

Series 63

Date: 3/3/1995

SIE

Date: 10/1/2018

Series 31

Date: 10/31/2005

Series 7

Date: 2/6/1995

Current Firm

SAGE INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Contact information

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