SD
Sage Duguay
WEALTHY WITH INTENTION
WINSLOW, ME
CRD#: 8035749
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SD
Sage DuguayWEALTHY WITH INTENTION
Professional summary
Sage Duguay is a registered financial advisor currently at WEALTHY WITH INTENTION located in Winslow, Maine.
Sage is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sage has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sage Duguay'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®
NoneExperience
Current
May 5, 2025 - Present
WEALTHY WITH INTENTION
RIA
CRD#: 334643
WINSLOW, ME
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
Maine(5/5/2025)
Current Firm
WW
WEALTHY WITH INTENTION
WEALTHY WITH INTENTION | WEALTHY WITH INTENTION LLC
CRD#: 334643 / SEC#:
Maine
Registered Investment Advisory firm - (5/5/2025 Approved)Loading...
Contact information
Main Address
Winslow, ME
Mailing Address
Phone number
(509) 947-5365
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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