Robert A. Christensen

SAGE TREE WEALTH

Fairport, NY 14450

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CRD#: 7454428

Professional summary

Robert Arthur Christensen, who also goes by Robb Christensen, is a registered financial advisor currently at SAGE TREE WEALTH located in Fairport, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robb Christensen

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 Robert Arthur Christensen'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

April 15, 2022 - Present

SAGE TREE WEALTH

Office #1: 10 East Church Street, Fairport, NY 14450

RIA

CRD#: 298951

Fairport, 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 TREE WEALTH

SAGE TREE WEALTH | SAGE TREE WEALTH, INC.

CRD#: 298951 / SEC#: 801-114389

RIA

Registered Investment Advisory firm - (12/6/2018 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

New York
(4/15/2022)

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 65

Date: 4/15/2022

Uniform Investment Adviser Law Examination

Current Firm

SAGE TREE WEALTH

SAGE TREE WEALTH | SAGE TREE WEALTH, INC.

CRD#: 298951 / SEC#: 801-114389

RIA

Registered Investment Advisory firm - (12/6/2018 Approved)

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Contact information

Main Address

10 East Church Street, Fairport, NY 14450

Mailing Address

Phone number

(585) 500-2579

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 TREE WEALTH ADV PART 2 WRAP BROCHURE DOCUMENT (3/19/2025)

ADV BROCHURE DANIEL MONTE (3/19/2025)

ROBERT CHRISTENSEN PART 2B SUPPLEMENTAL (3/19/2025)

SAGE TREE WEALTH ADV PART 2 BROCHURE DOCUMENT (3/19/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 32,008,453

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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Robert A. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Arthur Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGE TREE WEALTH

Primary Firm SEC Registration

SAGE TREE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2022

Current Firm

SAGE TREE WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE TREE WEALTH

TRUST BUT VERIFY

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