Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsCustomer Data InvolvedPIIIdentity (basic)CredentialsLowContained

Sage Advisors, LLC

bd_8b0145f947d5d0e6 · schema v1 · pii pii-v1

Severity

Low

Discovered

Apr 9, 2019

Filed

Jun 6, 2019

To disclose

8 weeks

Affected

11state residents only

Linked

3 filings

Confidence

64%

Full breach record for Sage Advisors, LLC →

Sage Advisors, LLC notified Montana residents of a phishing incident where an unauthorized person accessed an employee email account between Feb 12 and Mar 26, 2019. The breach was discovered on Apr 9, 2019. Affected data included PII and credentials. Sage secured the account, engaged forensic help, and offered one year of credit monitoring.

J jump to incidentP pin to compareR raw source

Incident timeline

undetected · 56 days

discovery → filing · 8 weeks / 58 days

Feb 12, 2019

Begins

Apr 9, 2019

Discovered

Jun 6, 2019

Filed

vs. sector median

on median

This filing is one of 3 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (2) · sorted by filing gap

Massachusetts State AGbd_755db9c55a3820f82019-06-06Verified
Washington State AGbd_2c2f40161918f9902019-05-09 · +28dCandidate

Name: Sage Advisors, LLC
norm: sage advisors

Name: Sage Advisors, LLC
norm: sage advisors
Industry: Financial Servicesllm

Discovered: Apr 9, 2019
Breach occurred: Feb 12, 2019 – Mar 26, 2019
Undetected for: 56 daysoccurrence → discovery
Materiality determined: —
Notification sent: May 7, 2019
Affected individuals: 11state-resident count only
Data types: PIIIdentity (basic)Credentials
Attack vector: Phishing
MITRE ATT&CK: T1566.002 Spearphishing LinkT1078 Valid Accounts
Threat actor: External
Initial access: phishing_link

During the incident: Secured the employee’s email account
Launched an investigation to determine the nature and scope of the incident
Engaged a computer security firm to assist
Undertook a comprehensive analysis of the emails and attachments in the account
Arranged for you to enroll, at no cost to you , in an online, three-bureau credit monitoring service (myTrueIdentity) for one year provided by TransUnion Interactive
Changes made: Implementing additional procedures to further expand and strengthen our security processes
Password resets for all of our online accounts
Implementation of multi-factor authentication
Providing continued education and training to our employees
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 8 weeks(58 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 3 filings · 3 states

View merged incident ↗

Washington State AGMay 9 · first

Massachusetts State AG+28d

Montana State AG+28d · this page

Pattern: first filing May 9 (WA), last Jun 6 (MT) — a 28-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://dojmt.gov/wp-content/uploads/Sage-Advisors-LLC-Consumer-Notification.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jun 6, 2019
Raw hash: 4c566632201c9126948198c5289422fa34f557726a785aa9062d7153eb602ade

Linked disclosures

Regulatory filings (2) · sorted by filing gap

Reporting entitySage Advisors, LLC

Victim entitySage Advisors, LLC

Incidentdiscovered Apr 9, 2019

Stated responseSecured the employee’s email account

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov