Mark Anderson has been Founder and Chief Executive Officer of Pacific Sage Partners since November 2021, is a control person of the firm and directly owns under 5% of it. Mark Anderson holds an MBA in Finance from Washington State University and a BA in Business Administration, Finance/Computer Science from Washington State University.
Pacific Sage Partners, LLC is an Edmonds, WA firm with $986M under management, 830 clients and 4 advisers in one office, as of its March 2026 filing.
Mark RG Anderson is CEO and Founder of Pacific Sage Partners, where he provides leadership for the firm's financial planning and investing, guides clients and mentors teammates. He spent 19 years at Edward Jones Investments and joined Tradewinds Capital Management in 2012. He began his career as a Research Analyst at Battelle Pacific Northwest Laboratory and later worked as a Senior Consultant at Ernst & Young's National Practice Group.
Mark Anderson’s longest registration was 9 years at Tradewinds Capital Management, LLC (2012–2022). Before joining Pacific Sage Partners in 2022, Mark Anderson was registered through Tradewinds Capital Management, LLC and Edward Jones.
- Pacific Sage Partners, LLCCurrent– present · 4 yearsEdmonds, WA · Adviser representative · Firm CRD 315663
- Tradewinds Capital Management, LLC– · 9 yearsShoreline, WA · Adviser representative · Firm CRD 145934
- Edward Jones– · 4 yearsShoreline, WA · Adviser representative · Firm CRD 250
Professional designations
Listed by Pacific Sage Partners
- Accredited Investment Fiduciary® (AIF)
Investment adviser representative registrations
Mark Anderson is registered as an investment adviser representative in 2 states. Each was approved in April 2022.
- TexasSince 20 April 2022
- WashingtonSince 1 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1993 |
| Series 7 | General Securities Representative Examination | 9 August 1993 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Robert Gardner Anderson
- CRD
- 2345544
- Firm
- Pacific Sage Partners · CRD 315663
- Role
- Founder and Chief Executive Officer
- Office
- 505 5TH AVENUE SOUTH, SUITE 104, Edmonds, WA 98020
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pacificsagepartners.com
Where does Mark Anderson work?
Mark Anderson has been Founder and Chief Executive Officer of Pacific Sage Partners, LLC since November 2021, and is a control person of the firm.
Is Mark Anderson a financial advisor?
Yes. Mark Anderson has a current investment-adviser registration in Texas and Washington, through Pacific Sage Partners since April 2022.
How many years of experience does Mark Anderson have?
Mark Anderson has 18 years in the financial industry, since June 2008, across 3 adviser firms.
What exams has Mark Anderson passed?
Mark Anderson has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 1993.
Where did Mark Anderson work before Pacific Sage Partners?
Before Pacific Sage Partners, Mark Anderson was registered through Edward Jones, June 2008 to October 2012.
Where is Mark Anderson based?
Mark Anderson’s registered office is in Edmonds, WA.
Is Mark Anderson registered with FINRA?
No. Mark Anderson has no current broker registration.
How can I verify Mark Anderson’s record?
Search CRD 2345544 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Anderson’s full registration record.
