Sarah Broglie, financial advisor Boca Raton FL

Sarah Broglie

CRD Number: 6563964
Current Firm: Raymond James & Associates, Inc.

Sarah Broglie (CRD# 6563964) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Boca Raton FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Alessandro Abaroa, financial advisor Boca Raton FL
Alessandro Abaroa
CRD# 2311221
Kingsview Wealth Management, LLC
Similar Advisors
Guy Abbanat, financial advisor Boca Raton FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Company Name Location Dates Years
Raymond James & Associates Boca Raton, FL Nov 2020 - Current 1
Raymond James Financial Services Advisors Inc. Jacksonville Beach, FL Aug 2017 - Sep 2020 3
Raymond James Financial Services Jacksonville Beach, FL Apr 2017 - Sep 2020 3
Raymond James Financial Services Jacksonville Beach, FL Sep 2015 - Apr 2017 1
University Of Florida Jacksonville, FL Aug 2012 - Apr 2016 3
Tpc Sawgrass Ponte Vedra Beach, FL Feb 2015 - Jan 2016 < 1
Bahama Breeze Jacksonville, FL Apr 2014 - Jun 2015 1
Olive Garden Jacksonville, FL May 2013 - Feb 2014 < 1
Big Air Entertainment Jacksonville, FL Feb 2011 - May 2013 2
Sandalwood High School Jacksonville, FL Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Sarah R. Broglie
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    331,150
    MILLIONS
  • Total Number of Accounts
    869,177
    ACCOUNTS
  • Average Account Value
    $380,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.