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RIA / WealthAdvisor26 years in industry

DANA ELAINE FRANCO-YOUNG

Advisor at SAGE RHINO CAPITAL LLC

Federal Way, WA | MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d4734e7-2d1f-8442-6658-d3b5a531e043

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 27, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAGE RHINO CAPITAL 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: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 4, 2000
First registration: Dec 27, 2000
Dual registered: no
IAPD individual key: 3013692

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAGE RHINO CAPITAL LLC	Independent wealth	Nov 15, 2024	n/a	yes	MENLO PARK, CA\|Federal Way, WA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 13, 2003	Dec 19, 2017	no	MENLO PARK, CA\|SAN MATEO, CA\|BELLEVUE, WA\|COEUR D'ALENE, ID\|SAN MATEO, CA\|SAN FRANCISCO, CA\|BELLINGHAM, WA\|PALO ALTO, CA\|TACOMA, WA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 27, 2000	Jun 20, 2002	no	PALO ALTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SAGE RHINO CAPITAL LLC	Dec 19, 2017	Nov 15, 2024	2,523	Firm change after gap	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 20, 2002	Jan 13, 2003	207	Firm change	Other

Relationships

Registered with (3)

→ SAGE RHINO CAPITAL LLCRegistered adviserregistration: current employment
Nov 15, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 13, 2003 to Dec 19, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 27, 2000 to Jun 20, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d4734e7-2d1f-8442-6658-d3b5a531e043
First observed: Dec 27, 2000
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.

DANA ELAINE FRANCO-YOUNG

Advisor at SAGE RHINO CAPITAL LLC

Federal Way, WA | MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d4734e7-2d1f-8442-6658-d3b5a531e043

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SAGE RHINO CAPITAL LLC

Independent wealth

Nov 15, 2024

n/a

yes

MENLO PARK, CA|Federal Way, WA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jan 13, 2003

Dec 19, 2017

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Dec 27, 2000

Jun 20, 2002

PALO ALTO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SAGE RHINO CAPITAL LLC

Dec 19, 2017

Nov 15, 2024

2,523

Firm change after gap

Wirehouse to RIA

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 20, 2002

Jan 13, 2003

207

Firm change

Other