Joshua Youel has been an investment adviser representative at Sage Private Wealth Group since March 2023, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 3 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 173399
Investment adviser representative registrations
Joshua Youel is registered as an investment adviser representative in Illinois, since March 2023.
- IllinoisSince 3 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 2014 |
| Series 7 | General Securities Representative Examination | 15 January 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 June 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Gabriel Youel
- CRD
- 6064283
- 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
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Youel work?
Joshua Youel is an investment adviser representative registered through Sage Private Wealth Group, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Youel a financial advisor?
Yes. Joshua Youel has a current investment-adviser registration in Illinois, through Sage Private Wealth Group since March 2023.
How many years of experience does Joshua Youel have?
Joshua Youel has 13 years in the financial industry, since September 2013, across 1 adviser firm.
What exams has Joshua Youel passed?
Joshua Youel has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in June 2012. FINRA credited Joshua Youel with the SIE, which began in October 2018.
Where is Joshua Youel based?
Joshua Youel’s registered office is in Oakbrook Terrace, IL.
Is Joshua Youel registered with FINRA?
No. Joshua Youel has no current broker registration.
How can I verify Joshua Youel’s record?
Search CRD 6064283 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Youel’s full registration record.
