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JD

J T. Dyer

SAGE CAPITAL ADVISORS
La Jolla, CA 92037
Some features on this profile are disabled
CRD#: 3101978
JD

Professional summary

J Timothy Dyer, who also goes by John Timothy Dyer, Tim Dyer, is a registered financial advisor currently at SAGE CAPITAL ADVISORS, LLC located in La Jolla, California.

J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. J has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Timothy Dyer | Tim Dyer

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.
Mr. Dyer acts as a sales agent of various insurance companies. This activity is done by Mr. Dyer as an individual and not via Sage. In this capacity, Mr. Dyer may receive sales commissions and other revenues. These commissions may cause the Mr. Dyer to have a conflict of interest in recommending an insurance firm. Sage clients are never obligated to purchase insurance products from Mr. Dyer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Timothy Dyer'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 16, 2011 - Present

SAGE CAPITAL ADVISORS, LLC

Office #1: 5672 La Jolla Bouldvard, La Jolla, CA 92037
RIA
CRD#: 136577
La Jolla, CA
Past

August 8, 2008 - December 8, 2011

DECISION INVESTMENTS, INC.

RIA
CRD#: 145073
SAN DIEGO, CA
Past

November 6, 2002 - August 22, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN DIEGO, CA
Past

November 6, 2002 - August 22, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN DIEGO, CA
Past

December 24, 1998 - November 12, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
SAN DIEGO, CA
Past

September 29, 1998 - November 12, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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".
SC
SAGE CAPITAL ADVISORS, LLC
BAYOU CITY INVESTMENT ADVISORS | SAGE CAPITAL ADVISORS, LLC | MALONE CAPITAL ADVISORS, LLC | DYER WEALTH MANAGEMENT

CRD#: 136577 / SEC#: 801-64637

RIA
Registered Investment Advisory firm - (8/22/2005 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
California
(11/16/2011)
IAR
New Hampshire
(12/14/2023)
IAR
Texas
(11/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/7/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/1998
General Securities Representative Examination

Current Firm

SC
SAGE CAPITAL ADVISORS, LLC
BAYOU CITY INVESTMENT ADVISORS | SAGE CAPITAL ADVISORS, LLC | MALONE CAPITAL ADVISORS, LLC | DYER WEALTH MANAGEMENT

CRD#: 136577 / SEC#: 801-64637

RIA
Registered Investment Advisory firm - (8/22/2005 Approved)
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Contact information

Main Address
122 S. Phillips Avenue, Suite 260, Sioux Falls, SD 57104
Mailing Address
Phone number
(844) 279-7243
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGE CAPITAL ADVISORS - ADV PART 2A (9/29/2025)
BAYOU CITY INVESTMENT ADVISORS - ADV PART 2A (9/29/2025)
DYER WEALTH MANAGEMENT FORM ADV 2A (9/29/2025)
MALONE CAPITAL ADVISORS - PART 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts522
AUM (Assets Under Management)$ 629,817,774

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.

Company Information

SAGE CAPITAL ADVISORS, LLC

CRD#: 136577La Jolla, CA 92037

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