Sara Seely
CRD Number: 4471515Current Firm: Equistar Wealth Management LLC
Compensation Model: Fee Only
Sara Seely provides investment management and comprehensive financial planning to busy professionals and their families. Sara’s clients value the personal attention and high level of customized advice offered at Equistar. Acting as personal CFO for her clients, Sara works through complex financial issues to plan for a successful future.
Previously, Sara was senior advisor at Durbin Bennett Private Wealth Management, and a founding member and director of research at WaterStreet Investment Consultants, an institutional investment consulting firm managing over $2 billion. At WaterStreet, Sara led the firm’s Investment Committee responsible for investment manager due diligence and capital markets research. She began her career as an analyst in the Institutional Consulting Group at Smith Barney, where she was named Divisional Analyst of the Year.
Sara has valuable experience helping large institutional clients, including pension plans, endowments, foundations and 401(k), select the proper allocation to meet the needs of each plan. She regularly draws from these investment principles to help individuals and families achieve their financial goals.
She earned a bachelor of business administration degree in finance, summa cum laude, from Texas Tech University. She earned a Chartered Financial Analyst (CFA) designation, and served on the Board of Directors of the CFA Society of Austin for 7 years, including a term as President in 2012. She has been recognized as “Five Star Wealth Manager – Best in Client Satisfaction” by Texas Monthly and was a finalist in the 2016 Austin Under 40 Awards. Sara serves on the Investment Committee for Austin Community Foundation as well as Hospice Austin. She is a member of the Development Council for SAFE Alliance, a partnership between SafePlace and Austin Children’s Shelter. Sara is also a member of the Women’s Fund of Central Texas where she serves on the grants committee.
A native Texan, Sara has lived in Austin for over 14 years where she enjoys live music, cycling and the outdoors. She and her husband Chad stay busy with their two daughters, family and friends.
CRD# 2598630
Primerica Advisors
CRD# 4578301
Morgan Stanley
CRD# 5172370
Comerica Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equistar Wealth Management | Austin, TX | Apr 2013 - Current | 7 |
| Durbin Bennett Peterson Private Wealth Management, LLP | Austin, TX | Sep 2008 - Apr 2013 | 4 |
| Eklektikos Capital Management, LP | Austin, TX | Jun 2005 - Aug 2008 | 3 |
| Waterstreet Investment Consultants, LLC | Austin, TX | Sep 2004 - Aug 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
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Total Assets Under Management158MILLIONS
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Total Number of Accounts262ACCOUNTS
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Average Account Value$603,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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