Sarah Veverka (CRD# 7820761) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waldron Private Wealth, LLC | Bridgeville, PA | Jun 2023 - Current | < 1 |
| Waitress | Stow, OH | Nov 2022 - Jun 2023 | < 1 |
| Kent State University | Kent, OH | Aug 2019 - May 2023 | 3 |
| Kent State University | Kent, OH | Jan 2022 - Nov 2022 | < 1 |
| Key Private Bank | Cleveland, OH | Jun 2022 - Aug 2022 | < 1 |
| Highmark Health Solutions | Cranberry Twp., PA | May 2021 - Aug 2021 | < 1 |
| Houlihans | Cranberry Twp., PA | May 2016 - May 2021 | 5 |
| Seneca Valley High School | Harmony, PA | Aug 2015 - May 2019 | 3 |
| Family Cuts & More | Cranberry Twp., PA | Aug 2015 - May 2016 | < 1 |
| Seneca Valley Middle School | Harmony, PA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- PA
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Total Assets Under Management4,066MILLIONS
-
Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, DC, FL, IL, MA, MD, MI, NC, NH, NY, OH, PA, RI, TX, VA, WV
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