Charles B. Levinson
Financial advisor at Sage Investment Advisers LLC · Wappingers Falls, NY
Last updated 2026-10-10
Claim your profileCharles B. Levinson is a financial advisor at Sage Investment Advisers LLC in Wappingers Falls, NY, CRD 710843. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-02-03.
Registration
- CRD number
- 710843
- Registration status
- Active
- IAPD registration
- 2012-02-03
- Industry Experience
- 14 years
- Work Experience
- 17 years
- States registered
- FL, NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Poughkeepsie, NY
- 2016-11 to 2021-10 · Wells Fargo Clearing Services, LLC · Poughkeepsie, NY
- 2021-10 to Present · Sage Investment Advisers LLC · Poughkeepsie, NY
Current employment
- Sage Investment Advisers LLC · Wappingers Falls, NY
Sage Investment Advisers LLC
- Regulatory AUM
- $268,400,685
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $874.3K (Low)
- High-net-worth client ratio
- 24.4% (Moderate)
Sage Investment Advisers LLC: advisors, services and reported ETF investments
About
Charles B. Levinson is a financial advisor at Sage Investment Advisers LLC in Wappingers Falls, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 17 years of reported work history. Reported roles include Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.
SEC disclosures list additional business and community activities: Hudson Hills Farm Llc.
Sage Investment Advisers LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 102.3 clients per advisor, average assets per client of $874,269, and regulatory AUM of $268.4M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $88.1M across 37 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Charles B. Levinson personally.
Reported ETF positions
Sage Investment Advisers reports 37 ETF positions worth $88.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $21.3M |
| IAU — iShares Gold Trust Shares | $7.2M |
| VXUS — Vanguard Total International Stock ETF | $5.9M |
| BSV — Vanguard Short-Term Bond ETF | $5.2M |
| BND — Vanguard Total Bond Market ETF | $4.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Sage Investment Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $516K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $21.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $219.5K | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $1.2M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Sage Investment Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Sells Non-Advisory Products or Services
Location
1829 South Road, Wappingers Falls, NY 12590
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (845) 240-1551
- Website: sageinvestmentadvisersllc.com
Official record
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