Iram Amir has been an investment adviser representative at Sage Financial Management Group since October 2022, and is not listed among the firm’s executive officers or direct owners. Iram Amir holds a Bachelor of Science (BS) in Finance from Virginia Polytechnic Institute and State University.
Sage Financial Management Group, Inc. is a McLean, VA firm with $423M under management, 150 clients and 4 advisers in one office, as of its June 2026 filing.
Iram Amir is Associate Wealth Advisor of SageVest Wealth Management. She supports financial planning and client servicing initiatives, such as meeting preparation and follow-up, and research projects. She maintains SageVest's investment reporting systems and is involved in company projects such as year-end investment tax analysis support.
- Sagevest Wealth ManagementCurrent– present · 4 yearsMcLean, VA · Adviser representative · Firm CRD 143562
Professional designations
Listed by Sage Financial Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Iram Amir is registered as an investment adviser representative in Virginia, since October 2022.
- VirginiaSince 21 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Iram Mina Amir
- CRD
- 7380735
- Firm
- Sage Financial Management Group · CRD 143562
- Office
- 1320 OLD CHAIN BRIDGE ROAD, SUITE 250, McLean, VA 22101
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagevestwealth.com
Where does Iram Amir work?
Iram Amir is an investment adviser representative registered through Sage Financial Management Group, Inc. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Iram Amir a financial advisor?
Yes. Iram Amir has a current investment-adviser registration in Virginia, through Sage Financial Management Group since October 2022.
How many years of experience does Iram Amir have?
Iram Amir has 4 years in the financial industry, since October 2022, across 1 adviser firm.
What exams has Iram Amir passed?
Iram Amir passed the Series 65 in October 2022.
Where is Iram Amir based?
Iram Amir’s registered office is in McLean, VA.
Is Iram Amir registered with FINRA?
No. Iram Amir has no current broker registration.
Is Iram Amir a CFP?
Sage Financial Management Group lists Iram Amir with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Iram Amir’s record?
Search CRD 7380735 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Iram Amir’s full registration record.
