Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jerry S
Series 63, Series 65
Wappingers Falls, NY
Sage Investment Advisers LLC
Jerry Schuder is a financial advisor at Sage Investment Advisers LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, he is involved in real estate management and investment through Dollhouse Properties LLC and participates in coin trading via Willow Tree Coin Rarities LLC. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships and focuses on customized, long-term portfolios emphasizing exchange-traded funds and individual bonds.
Charles L
Series 63, Series 65
Wappingers Falls, NY
Sage Investment Advisers LLC
Charles Levinson is a financial advisor at Sage Investment Advisers LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, Levinson is involved in a rare coin collection business and co-owns a company that purchases and sells coins at auctions and trade shows. Sage Investment Advisers LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $224.7 million across 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.
Joseph G
Series 65
Wappingers Falls, NY
Sage Investment Advisers LLC
Joseph Guarneri is a financial advisor at Sage Investment Advisers LLC with a Series 65 credential and four years of industry experience. He has been with Sage Investment Advisers since 2019. Sage Investment Advisers LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, and estates. The firm manages approximately $224.7 million across about 245 client relationships, focusing on customized, long-term portfolios that emphasize exchange-traded funds and individual bonds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters