Sara Ragosta, financial advisor Boston MA
93 score

Sara Ragosta

CRD Number: 5360916
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sara Ragosta (CRD# 5360916) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Jun 2012 - Current 4
Scottrade, Inc. Providence, RI Jan 2008 - Jun 2012 4
Bryant University Smithfield, RI Sep 2004 - May 2008 3
Lauritos - Wine/spirits North Providence, RI Jan 2007 - Feb 2008 1
Ameriprise Financial East Providence, RI Jun 2007 - Aug 2007 < 1
Chafee Center Int'l Bus Smithfield, RI Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Sara E. Ragosta
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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