Christina Castrejon has been an investment adviser representative at Sage Private Wealth Group since November 2023, and is not listed among the firm’s executive officers or direct owners. Christina Castrejon holds a B.S. in Finance from Northern Illinois University.
Sage Private Wealth Group, LLC is an Oakbrook Terrace, IL firm with $441M under management, 482 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Christina Castrejon is SVP, Senior Wealth Advisor of SAGE Private Wealth Group. She leads the advisory team overseeing SAGE's collaborative efforts to deliver comprehensive wealth management services, including oversight of the financial planning division. She has over 20 years of industry experience and previously was a Senior Wealth Advisor at Calamos Wealth Management.
Christina Castrejon’s longest registration was 12 years at Calamos Wealth Management LLC (2011–2023). Before joining Sage Private Wealth Group in 2023, Christina Castrejon was registered through Calamos Wealth Management LLC.
- – present · 2 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 173399
- Calamos Wealth Management LLC– · 12 yearsNaperville, IL · Adviser representative · Firm CRD 143490
Professional designations
Listed by Sage Private Wealth Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christina Castrejon is registered as an investment adviser representative in Illinois, since November 2023.
- IllinoisSince 30 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2011 |
| Series 7 | General Securities Representative Examination | 2 May 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4994177
- Firm
- Sage Private Wealth Group · CRD 173399
- Office
- 18W140 BUTTERFIELD ROAD, SUITE 1160, Oakbrook Terrace, IL 60181
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageprivatewealth.com
Where does Christina Castrejon work?
Christina Castrejon is an investment adviser representative registered through Sage Private Wealth Group, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christina Castrejon a financial advisor?
Yes. Christina Castrejon has a current investment-adviser registration in Illinois, through Sage Private Wealth Group since November 2023.
How many years of experience does Christina Castrejon have?
Christina Castrejon has 21 years in the financial industry, since July 2005, across 2 adviser firms.
What exams has Christina Castrejon passed?
Christina Castrejon has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 2005. FINRA credited Christina Castrejon with the SIE, which began in October 2018.
Where is Christina Castrejon based?
Christina Castrejon’s registered office is in Oakbrook Terrace, IL.
Is Christina Castrejon registered with FINRA?
No. Christina Castrejon has no current broker registration.
Is Christina Castrejon a CFP?
Sage Private Wealth Group lists Christina Castrejon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Christina Castrejon biography, sageprivatewealth.com
How can I verify Christina Castrejon’s record?
Search CRD 4994177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christina Castrejon’s full registration record.
