Sarah Coble, financial advisor Louisville KY

Sarah Coble

CRD Number: 6548163
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarah Coble (CRD# 6548163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Louisville, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville, KY Aug 2015 - Current 6
Martineau Recruiting Kernersville, NC Jun 2015 - Aug 2015 < 1
Quaintance-weaver Greensboro, NC May 2014 - Jun 2015 1
Uncg Greensboro, NC Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Sarah M. Coble
Phone Number: 800-637-7455
Registered State(s):
  • KY
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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