Sarah Reed, financial advisor Bluffton SC
83 score

Sarah Reed

CRD Number: 5471725
Current Firm: Edward Jones

Sarah Reed (CRD# 5471725) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2008 - Current 8
Full Time Student Pittsburgh, PA Aug 1989 - Dec 2007 18
X-shadyside Pittsburgh, PA Sep 2007 - Nov 2007 < 1
First South Bank Bluffton, SC Jul 2007 - Sep 2007 < 1
Fed Ex Pittsburgh, PA Jan 2007 - Jun 2007 < 1
Citizens Bank Pittsburgh, PA Aug 2005 - Dec 2006 1
Club Fitness Lower Burrell, PA Apr 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sarah E. Reed
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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