Sarah Chilton, financial advisor Helena MT

Sarah Chilton

CRD Number: 4491059
Current Firm: D.a. Davidson & Company

Sarah Chilton (CRD# 4491059) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 22 years of experience in the finance industry.

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D.a. Davidson & Company
Company Name Location Dates Years
D.a. Davidson & Company Helena, MT Jun 2001 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Sarah S. Chilton
Phone Number: 406-727-4200
Registered State(s):
  • HI
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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