Morgan Stanley
47yrs
Top advisor by experience in New York
31yrs
Brian Larson
Full name on record: Brian Christopher Larson
Financial advisor at Sage Advisory Services
Brian Larson has worked in the financial industry for 31 years and is a fiduciary financial advisor based in New York, New York. Brian joined Sage Advisory Services in 2018, a firm offering investment management, private fund management, and retirement plan consulting. Sage Advisory Services reports being paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 10% by experience at Sage Advisory Services
OfficeNew York, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$612,763
Advisors at the firm42
States licensed ?1 state
Services through Sage Advisory Services
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowSage Advisory Services LTD COCurrent firm
Contact Brian
(512) 327-5530Firm headquarters in Austin, TX. Ask for Brian. New York, NYOffice · Get directions Firm websiteHTTP://WWW.SAGEADVISORY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Sage Advisory Services at (512) 327-5530 and ask for Brian Larson. Brian works from the New York, NY office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1995, about 31 years. Top 10% by experience at Sage Advisory Services.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Sage Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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