Sarah Dupuy-Rasmussen (CRD# 5949037) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hamilton, OH and has over 12 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Cincinnati, OH | Oct 2021 - Current | 2 |
| Fifth Third Bank | Cincinnati, OH | Oct 2021 - Current | 2 |
| U.s. Bank | West Chester, OH | May 2021 - Oct 2021 | < 1 |
| U.s. Bancorp Investments, Inc. | West Chester, OH | May 2021 - Oct 2021 | < 1 |
| Fifth Third Securities | Cincinnati, OH | May 2011 - May 2021 | 10 |
| Fifth Third Bank | Cincinnati, OH | Dec 2009 - May 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- OH
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Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- 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)
- Other
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