Khaled Taha has been Managing Member of Sage Private Wealth Group since March 2012, is a control person of the firm and directly owns 75% or more of it. Khaled Taha holds a B.S. in Business from Indiana University Kelley School of Business.
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.
Khaled A. Taha is Managing Partner & Senior Wealth Advisor of SAGE Private Wealth Group, based in Oakbrook Terrace, IL. He founded the firm in 2011 and has over 20 years of experience in financial services, beginning his career with Edward Jones, where he was invited to become a partner. He works with individual, high net-worth and institutional clients as well as entrepreneurs.
Khaled Taha’s longest registration is the current one, 11 years at Sage Private Wealth Group since 2014. Before joining Sage Private Wealth Group in 2014, Khaled Taha was registered through Lasting Legacy, LTD. and Raymond James Financial Services Advisors, Inc.
- – present · 11 yearsAustin, TX · Adviser representative · Firm CRD 173399
- Lasting Legacy, LTD.– · 1 yearPark Ridge, IL · Adviser representative · Firm CRD 120793
- Raymond James Financial Services Advisors, Inc– · 8 yearsOakbrook, IL · Adviser representative · Firm CRD 149018
- Edward Jones– · 4 yearsWheaton, IL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Khaled Taha is registered as an investment adviser representative in 4 states. The first approvals date from November 2014; the most recent is California, in April 2025.
- CaliforniaSince 21 April 2025
- IllinoisSince 18 November 2014
- Puerto RicoSince 10 February 2021
- TexasSince 16 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 30 June 2024 |
| Series 7TO | General Securities Representative Examination | 30 June 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 February 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2002 |
| Series 7 | General Securities Representative Examination | 28 January 2002 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Khaled Awad Taha
- CRD
- 4481128
- Firm
- Sage Private Wealth Group · CRD 173399
- Role
- Managing Member
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageprivatewealth.com
Where does Khaled Taha work?
Khaled Taha has been Managing Member of Sage Private Wealth Group, LLC since March 2012, and is a control person of the firm.
Is Khaled Taha a financial advisor?
Yes. Khaled Taha has a current investment-adviser registration in California, Illinois, Puerto Rico and Texas, through Sage Private Wealth Group since November 2014.
How many years of experience does Khaled Taha have?
Khaled Taha has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has Khaled Taha passed?
Khaled Taha has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 24 and Series 7TO. The earliest, the Series 7, was passed in January 2002. FINRA credited Khaled Taha with the SIE, which began in October 2018.
Where did Khaled Taha work before Sage Private Wealth Group?
Before Sage Private Wealth Group, Khaled Taha was registered through Edward Jones, March 2007 to October 2011.
Where is Khaled Taha based?
Khaled Taha’s registered office is in Austin, TX.
Is Khaled Taha registered with FINRA?
No. Khaled Taha has no current broker registration.
How can I verify Khaled Taha’s record?
Search CRD 4481128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Khaled Taha’s full registration record.