Michael Bell has been an investment adviser representative at Sage Advisors since May 2021, and is not listed among the firm’s executive officers or direct owners.
Sage Advisors, LLC is an Edmonds, WA firm with $575M under management, 690 clients and 4 advisers across 4 offices, as of its January 2026 filing.
Investment adviser representative registrations
Michael Bell is registered as an investment adviser representative in 2 states. The first approvals date from May 2021; the most recent is Arizona, in December 2024.
- ArizonaSince 12 December 2024
- WashingtonSince 5 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 May 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 July 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Richard Bell
- CRD
- 6373885
- Firm
- Sage Advisors · CRD 301328
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Bell work?
Michael Bell is an investment adviser representative registered through Sage Advisors, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Bell a financial advisor?
Yes. Michael Bell has a current investment-adviser registration in Arizona and Washington, through Sage Advisors since May 2021.
How many years of experience does Michael Bell have?
Michael Bell has 9 years in the financial industry, since December 2016, across 1 adviser firm.
What exams has Michael Bell passed?
Michael Bell has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2015. FINRA credited Michael Bell with the SIE, which began in October 2018.
Is Michael Bell registered with FINRA?
No. Michael Bell has no current broker registration.
How can I verify Michael Bell’s record?
Search CRD 6373885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Bell’s full registration record.