Robert Borchardt has been an investment adviser representative at Sage Private Wealth Group since June 2016, 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.
Robert L. Borchardt is Investment Committee Chair of SAGE Private Wealth Group. His finance career began over 50 years ago with Merrill Lynch in Chicago, followed by trading on the Chicago futures and options exchanges. He became a financial advisor in 1991 with Dean Witter in Oak Brook, Illinois, and in 1998 moved his practice to Raymond James, where he opened his own branch office.
Robert Borchardt’s longest registration was 11 years at Raymond James Financial Services Advisors, Inc (2009–2020). Before joining Sage Private Wealth Group in 2016, Robert Borchardt was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 10 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 173399
- Raymond James Financial Services Advisors, Inc– · 11 yearsOakbrook, IL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 9 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Robert Borchardt is registered as an investment adviser representative in Illinois, since June 2016.
- IllinoisSince 6 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 7 February 2006 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 9 October 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 1990 |
| Series 7 | General Securities Representative Examination | 19 October 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Lloyd Borchardt
- CRD
- 2092107
- 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
- October 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageprivatewealth.com
Where does Robert Borchardt work?
Robert Borchardt is an investment adviser representative registered through Sage Private Wealth Group, LLC since June 2016, and is not listed among the firm’s executive officers or direct owners.
Is Robert Borchardt a financial advisor?
Yes. Robert Borchardt has a current investment-adviser registration in Illinois, through Sage Private Wealth Group since June 2016.
How many years of experience does Robert Borchardt have?
Robert Borchardt has 36 years in the financial industry, since October 1990, across 3 adviser firms.
What exams has Robert Borchardt passed?
Robert Borchardt has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 8 and Series 31. The earliest, the Series 7, was passed in October 1990. FINRA credited Robert Borchardt with the SIE, which began in October 2018.
Where did Robert Borchardt work before Sage Private Wealth Group?
Before Sage Private Wealth Group, Robert Borchardt was registered through Raymond James Financial Services, May 1999 to January 2009.
Where is Robert Borchardt based?
Robert Borchardt’s registered office is in Oakbrook Terrace, IL.
Is Robert Borchardt registered with FINRA?
No. Robert Borchardt has no current broker registration.
How can I verify Robert Borchardt’s record?
Search CRD 2092107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Borchardt’s full registration record.
