Julee Sarto, financial advisor Ludington MI

Julee Sarto

CRD Number: 4178059
Current Firm: Executive Wealth Management, LLC

Julee Sarto (CRD# 4178059) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Ludington, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Executive Wealth Management, LLC Brighton, MI May 2017 - Current 6
Private Client Services LLC Louisville, KY May 2017 - Dec 2022 5
Cetera Investment Advisers LLC Ludington, MI Jan 2014 - May 2017 3
Cetera Investment Services St. Cloud, MN Aug 2004 - May 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Julee R. Sarto
Phone Number: 810-229-6446
Registered State(s):
  • CO
  • IL
  • MI
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,439
    MILLIONS
  • Total Number of Accounts
    7,577
    ACCOUNTS
  • Average Account Value
    $189,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MO, NC, NY, OH, PA, SC, TX, VA, WA, WI

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