June 01, 2015
A Massachusetts federal judge imposed a $1 million punishment on Sage Advisory Group LLC and its owner Friday after they were found to have misled numerous clients of a brokerage to bring them to the firm.
September 01, 2011
The U.S. Securities and Exchange Commission targeted Sage Advisory Group LLC anew Thursday in a Massachusetts federal court securities fraud suit, now accusing owner Benjamin Lee Grant's father of violating past orders not to associate with an investment adviser.