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RIA / WealthAdvisor35 years in industry

SCOTT WINFIELD BURCH

Advisor at SAGE INVESTMENT GROUP

PASADENA, CA

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Search this name across graphsid dfx:ria:4faa768c-93c4-e4a1-d0a2-ed5f47fcf913

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2001 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 INVESTMENT GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 26, 1990
First registration: Feb 21, 2001
Dual registered: no
IAPD individual key: 2092044

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 INVESTMENT GROUP	State registered	Sep 26, 2022	n/a	yes	PASADENA, CA	Current employment
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	May 26, 2020	Sep 1, 2022	no	Pasadena, CA\|KENTWOOD, MI	Previous registration
SAGE INVESTMENT GROUP	n/a	Nov 30, 2015	May 12, 2020	no	PASADENA, CA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 21, 2001	Jan 31, 2003	no	PASADENA, 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
REGAL INVESTMENT ADVISORS LLC	SAGE INVESTMENT GROUP	Sep 1, 2022	Sep 26, 2022	25	Firm change	Ibd to state RIA
SAGE INVESTMENT GROUP	REGAL INVESTMENT ADVISORS LLC	May 12, 2020	May 26, 2020	14	Firm change	Other
FSC SECURITIES CORPORATION	SAGE INVESTMENT GROUP	Jan 31, 2003	Nov 30, 2015	4,686	Firm change after gap	Other

Relationships

Registered with (4)

→ SAGE INVESTMENT GROUPRegistered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
May 26, 2020 to Sep 1, 2022factForm ADV
→ SAGE INVESTMENT GROUPRegistered adviserregistration: previous registration
Nov 30, 2015 to May 12, 2020factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 21, 2001 to Jan 31, 2003factForm ADV

Dated events

Occurred
Sep 1, 2022
Advisor changed firm
Scott Winfield Burch left Regal Investment Advisors Llc for Sage Investment Group (registered 2022-09-26)
Form ADVobserved 5 days ago