This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAGE PRIVATE WEALTH GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 22, 2023

First registration

Apr 3, 2023

Dual registered

no

Other names

ANDREA CLAEYS

IAPD individual key

7342461

• Occurred

  Dec 11, 2025
  Advisor changed firm

  Andrea Bradley Claeys left Goldman Sachs Wealth Services, L.P. for Sage Private Wealth Group, Llc (registered 2026-05-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:012b1f5d-1eb0-a6eb-40ae-7cbd1d4e2627

First observed

Apr 3, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.