Sierra HuckfeldtCRD Number: 6651323
Current Firm: Vanguard Advisers, Inc.
Sierra Huckfeldt (CRD# 6651323) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Jun 2017 - Current||4|
|Emcvt||Blacksburg, VA||Apr 2015 - May 2017||2|
|Cvs/pharmacy||Blacksburg, VA||Nov 2014 - May 2017||2|
|Virginia Polytechnic Institute And State University||Blacksburg, VA||Sep 2013 - May 2017||3|
|Valley Creek Advisors||Wayne, PA||May 2016 - Aug 2016||< 1|
|Td Bank||Mount Laurel, NJ||May 2015 - Aug 2015||< 1|
|Linebarger Goggan Blair & Sampson||Philadelphia, PA||May 2014 - Aug 2014||< 1|
|Central Bucks East High School||Doylestown, PA||Sep 2010 - Jun 2013||2|
|Central Bucks Family Ymca||Doylestown, PA||Jun 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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