Michaela Griggs has held the title Member at Sage Advisors since August 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Michaela Griggs’ longest registration is the current one, 7 years at Sage Advisors since 2019. Before joining Sage Advisors in 2019, Michaela Griggs was registered through KMS Financial Services, Inc.
- KMS Financial Services, Inc– · 5 yearsEdmonds, WA · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Michaela Griggs is registered as an investment adviser representative in 2 states. The first approvals date from May 2019; the most recent is California, in June 2023.
- CaliforniaSince 29 June 2023
- WashingtonSince 28 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 September 2015 |
| Series 7 | General Securities Representative Examination | 11 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michaela Lynne Griggs
- CRD
- 6529088
- Firm
- Sage Advisors · CRD 301328
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Michaela Griggs work?
Michaela Griggs has held the title Member at Sage Advisors, LLC since August 2025.
Is Michaela Griggs a financial advisor?
Yes. Michaela Griggs has a current investment-adviser registration in California and Washington, through Sage Advisors since May 2019.
How many years of experience does Michaela Griggs have?
Michaela Griggs has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Michaela Griggs passed?
Michaela Griggs has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2015. FINRA credited Michaela Griggs with the SIE, which began in October 2018.
Is Michaela Griggs registered with FINRA?
No. Michaela Griggs has no current broker registration.
How can I verify Michaela Griggs’ record?
Search CRD 6529088 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michaela Griggs’ full registration record.
- Michael HelkeChief Compliance Officer
- Russell ColeManager
- Jordan ColeCFO
- Brandon ColeMember