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Christine Cyphers Phelps

Christine C. Phelps

SAGE MOUNTAIN ADVISORS
ATLANTA, GA 30326
Some features on this profile are disabled
CRD#: 5816309
Christine Cyphers Phelps

Professional summary

Christine Cyphers Phelps, CFP®, who also goes by Christine Marie Cyphers, Christine Cyphers Tirona, is a registered financial advisor currently at SAGE MOUNTAIN ADVISORS, LLC located in Atlanta, Georgia.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christine has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christine Marie Cyphers | Christine Cyphers Tirona

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 Christine Cyphers Phelps'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®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

June 23, 2020 - Present

SAGE MOUNTAIN ADVISORS, LLC

Office #1: 945 East Paces Ferry Road Ne, Suite 2275, Atlanta, GA 30326
RIA
CRD#: 298593
ATLANTA, GA
Past

January 2, 2018 - May 1, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
ATLANTA, GA
Past

January 2, 2018 - May 1, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
ATLANTA, GA
Past

June 17, 2013 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
ATLANTA, GA
Past

June 14, 2013 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
ATLANTA, GA
Past

October 6, 2010 - May 30, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

September 2, 2010 - May 30, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA

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".
SM
SAGE MOUNTAIN ADVISORS, LLC
KLAUS ADVISORS, LLC | SAGE MOUNTAIN ADVISORS, LLC

CRD#: 298593 / SEC#: 801-114002

RIA
Registered Investment Advisory firm - (9/18/2018 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
Georgia
(6/23/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2010
General Securities Representative Examination

Current Firm

SM
SAGE MOUNTAIN ADVISORS, LLC
KLAUS ADVISORS, LLC | SAGE MOUNTAIN ADVISORS, LLC

CRD#: 298593 / SEC#: 801-114002

RIA
Registered Investment Advisory firm - (9/18/2018 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326
Mailing Address
Phone number
(404) 795-8361
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (14 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 MOUNTAIN ADV PART 2A (3/17/2026)

Regulatory assets under management

Total Number of Accounts193
AUM (Assets Under Management)$ 4,286,824,438

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/15/2025
Cover Page
Report
09/27/2024
Cover Page
Report
01/18/2024
Cover Page
Report
04/10/2023
Cover Page
Report

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 MOUNTAIN ADVISORS, LLC

CRD#: 298593Atlanta, GA 30326

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