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Thomas Urano

Co-Chief Investment Officer at Sage Advisory Services

Investment adviser registrationAustin, TXSEC record checked 17 October 2026

23
Years in the industry
23
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Thomas Urano is Co-Chief Investment Officer of Sage Advisory Services LTD Co, a Austin investment adviser managing $28.4B. Thomas Urano has been registered through Sage Advisory Services since 23 September 2003, has 23 years in the industry across 1 firm and has passed the Series 65.

Role at Sage Advisory Services

Title on Schedule A
Co-Chief Investment Officer
Control
Thomas Urano is a control person of Sage Advisory Services.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Thomas Urano has held the filed role since January 2007.

The firm

Sage Advisory Services LTD Co
Austin, TX

Form ADV filed 30 March 2026

$28.4B AUM14,363 clients37 advisers1 offices

Career on record

Thomas Urano has been registered through Sage Advisory Services since September 2003.

Firms and exams, newest first
  1. Sage Advisory Services Ltd CoCurrent
    – present · 23 years
    Austin, TX · Adviser representative · Firm CRD 106236
  2. Passed Series 65 · 2003

Registrations and exams

Thomas Urano has a current investment-adviser registration in Texas and has passed 1 qualifying exam.

Texas23 September 2003
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6522 September 2003
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Thomas Hideo Urano
CRD
2758802
Firm
Sage Advisory Services LTD Co
Registration status
Investment adviser registration
Office
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, Austin, TX 78735-6202
Firm bio
sageadvisory.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The Sage Advisory team page identifies Thomas Urano as co-CIO and managing partner, and says he leads the firm’s portfolio management team. Official firm team page

Common questions

Where does Thomas Urano work?

Thomas Urano has been Co-Chief Investment Officer of Sage Advisory Services LTD Co since January 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Thomas Urano a financial advisor?

Yes. Thomas Urano has a current investment-adviser registration in Texas, through Sage Advisory Services since September 2003, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Thomas Urano have?

Thomas Urano has worked in the financial industry for 23 years as of 17 October 2026, counted from 22 September 2003, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Thomas Urano passed?

Thomas Urano passed the Series 65 in September 2003.

Source: IAPD individual record, checked 17 October 2026

Where is Thomas Urano based?

Thomas Urano’s registered office is in Austin, TX.

Source: IAPD individual record, checked 17 October 2026

Leadership at Sage Advisory Services

Sources

  1. IAPD individual record, CRD 2758802. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sage Advisory Services LTD Co, filed 30 March 2026. Title, control and ownership bands.
  3. Sage Advisory Services team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Thomas Urano or Sage Advisory Services LTD Co and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.