Sarah Braddock, financial advisor Beverly Hills CA

Sarah Braddock

CRD Number: 6748738
Current Firm: Siebert Advisornxt, LLC

Sarah Braddock (CRD# 6748738) is an Investment Advisor Representative working at Siebert Advisornxt, LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

Similar Advisors
 , financial advisor Beverly Hills CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Beverly Hills CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Beverly Hills CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
Searchlight Investments, LLC Beverly Hills, CA Jan 2017 - Current 7
Searchlight Financial Advisors Beverly Hills, CA Jul 2016 - Current 7
Msg Entertainment New York City, NY Sep 2002 - Jul 2016 13
Baruch College New York City, NY Jan 2013 - May 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2017
S63 Uniform Securities State Law Examination Jun 2018
Contact Info for Sarah L. Braddock
Phone Number: 800-872-0444
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $390,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.