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Edward Keating, portrait

Edward Keating

Investment adviser representative at Sage Private Wealth Group in Oakbrook Terrace, IL

Investment adviser registrationUpdated

Edward Keating is an investment adviser representative at Sage Private Wealth Group, LLC, an investment adviser managing $441M, and works from its Oakbrook Terrace, IL office. Edward Keating has been registered through Sage Private Wealth Group since 13 January 2025 and has 4 years in the industry across 2 firms.

4
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Edward Keating has been an investment adviser representative at Sage Private Wealth Group since January 2025, and is not listed among the firm’s executive officers or direct owners. Edward Keating studied at the University of Illinois at Urbana-Champaign.

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.

Edward T. Keating is Senior Investment Strategist of SAGE Private Wealth Group. He supports the SAGE Investment Committee and engages with clients on investment strategies. Before joining SAGE, he was Vice President and Senior Wealth Advisor at Calamos Wealth Management, after 19 years as Director and Senior Portfolio Manager at BMO Private Bank.

Edward Keating’s longest registration was 2 years at Calamos Wealth Management LLC (2019–2021). Before joining Sage Private Wealth Group in 2025, Edward Keating was registered through Calamos Wealth Management LLC.

  1. – present · 1 year
    Oakbrook Terrace, IL · Adviser representative · Firm CRD 173399
  2. Calamos Wealth Management LLC
    – · 2 years
    Naperville, IL · Adviser representative · Firm CRD 143490

Credentials and registrations

Professional designations

Listed by Sage Private Wealth Group

  • Chartered Financial Analyst (CFA®)

Investment adviser representative registrations

Edward Keating is registered as an investment adviser representative in Illinois, since January 2025.

  • IllinoisSince 13 January 2025

Examinations

No examinations are on Edward Keating’s record.

Key facts

Full name
Edward Thomas Keating
CRD
1210528
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
March 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Edward Keating work?

Edward Keating is an investment adviser representative registered through Sage Private Wealth Group, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Edward Keating a financial advisor?

Yes. Edward Keating has a current investment-adviser registration in Illinois, through Sage Private Wealth Group since January 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Edward Keating have?

Edward Keating has 4 years in the financial industry, since March 2022, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

Where did Edward Keating work before Sage Private Wealth Group?

Before Sage Private Wealth Group, Edward Keating was registered through Calamos Wealth Management LLC, January 2019 to November 2021.

Source: IAPD individual record, checked 23 October 2026

Where is Edward Keating based?

Edward Keating’s registered office is in Oakbrook Terrace, IL.

Source: IAPD individual record, checked 23 October 2026

Is Edward Keating registered with FINRA?

No. Edward Keating has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

Is Edward Keating a CFA charterholder?

Sage Private Wealth Group lists Edward Keating with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.

Source: Edward T. Keating biography, sageprivatewealth.com

How can I verify Edward Keating’s record?

Search CRD 1210528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Keating’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Sage Private Wealth Group

Sources

  1. IAPD individual record, CRD 1210528, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sage Private Wealth Group, LLC, filed 18 September 2026. Executive officers and direct owners; this person is not among them.
  3. Sage Private Wealth Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.