Charles Levinson
Sage Investment Advisers · Wappingers Falls, New York
Charles Levinson is a fee-only financial advisor at Sage Investment Advisers in Wappingers Falls, New York. Charles focuses on retirement planning and small business owners. Sage Investment Advisers reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sage Investment Advisers |
|---|---|
| Based in | Wappingers Falls, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $268.4M across 750 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 710843 |
| Exams passed | Series 63 (1982) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sageinvestmentadvisersllc.com |
How Charles's firm compares
- Sage Investment Advisers's average account is about $358,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Charles
Is Charles Levinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Sage Investment Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Sage Investment Advisers, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Charles work with clients virtually?
Yes. Sage Investment Advisers says on its website that it works with clients remotely.
Where is Charles Levinson based?
Charles Levinson is based in Wappingers Falls, New York.
What does Charles specialize in?
Charles's specialties include retirement planning and small business owners. Charles works with retirees and pre-retirees.
Is Charles Levinson registered with the SEC?
Yes. Charles Levinson is registered as an investment adviser representative in FL and NY (CRD 710843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Investment Advisers manage?
Sage Investment Advisers reports $268.4M across 750 accounts in assets under management.
How do I contact Charles Levinson?
Through Charles's website, sageinvestmentadvisersllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sage Investment Advisers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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