Sarah Pearce, financial advisor Lake Oswego OR
89 score

Sarah Pearce

CRD Number: 6230546
Current Firm: Boston Private Wealth LLC

Sarah Pearce (CRD# 6230546) is an Investment Advisor Representative working at Boston Private Wealth LLC in Lake Oswego, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Private Wealth LLC Lake Oswego, OR Jan 2016 - Current < 1
Filigree Advisors Lake Oswego, OR Oct 2012 - Jan 2016 3
Riley Weiss Portland, OR Feb 2011 - Sep 2012 1
Poac Vancouver, WA Jan 2006 - Jan 2011 5
Jasmine Pearl Tea Portland, OR Jan 2010 - Jun 2010 < 1
University Of Portland Portland, OR Sep 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Sarah N. Pearce
Phone Number: 800-422-6172
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    7,109
    MILLIONS
  • Total Number of Accounts
    7,280
    ACCOUNTS
  • Average Account Value
    $976,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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