Christopher G. Gage

GAGE WEALTH MANAGEMENT GROUP

Newtown, PA 18940

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CRD#: 4207111

Professional summary

Christopher Gordon Gage is a registered financial advisor currently at GAGE WEALTH MANAGEMENT GROUP located in Newtown, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gordon Gage'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

January 23, 2025 - Present

GAGE WEALTH MANAGEMENT GROUP

Office #1: 1 University Drive Suite 400, Newtown, PA 18940

RIA

CRD#: 166651

Newtown, PA

Past

February 2, 2018 - December 31, 2024

GAGE WEALTH MANAGEMENT GROUP

RIA

CRD#: 166651

NEWTOWN, PA

Past

March 22, 2013 - December 31, 2017

GAGE WEALTH MANAGEMENT GROUP

RIA

CRD#: 166651

NEWTOWN, PA

Past

June 17, 2009 - March 22, 2013

OSAIC WEALTH, INC.

CRD#: 23131

WEST ORANGE, NJ

Past

June 28, 2006 - April 23, 2009

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

December 1, 2005 - December 20, 2005

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

SAN MATEO, CA

Past

November 2, 2005 - December 16, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STAMFORD, CT

Past

December 13, 2004 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 5, 2003 - November 10, 2004

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

October 12, 2001 - December 17, 2003

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

October 30, 2000 - May 11, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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

Pennsylvania
(1/23/2025)

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: 10/2/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/20/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/27/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GAGE WEALTH MANAGEMENT GROUP

CRD#: 166651 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/23/2025 Approved)

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Contact information

Main Address

1 University Drive Suite 400, Newtown, PA 18940

Mailing Address

Phone number

(267) 352-3293

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 20,453,503

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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Advisor Monitoring

Firm Stability Insights

Christopher G. Gage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Gordon Gage's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAGE WEALTH MANAGEMENT GROUP

GAGE WEALTH MANAGEMENT GROUP

OSAIC WEALTH, INC.

COREBRIDGE CAPITAL SERVICES, INC.

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

GLOBAL ATLANTIC DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2012

Series 63

Date: 7/21/2000

Series 7

Date: 6/20/2005

Series 6

Date: 10/27/2000

Current Firm

GAGE WEALTH MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GAGE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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