Sarah Yoshida, financial advisor Manchester NH
90 score

Sarah Yoshida

CRD Number: 4533533
Current Firm: Curbstone Financial Management Corp.

Sarah Yoshida (CRD# 4533533) is an Investment Advisor Representative working at Curbstone Financial Management Corp. in Manchester, NH and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Curbstone Financial Management Corporation Manchester, NH Jun 2011 - Current 5
Needham Advisory Corporation North Andover, MD Oct 1994 - May 2011 16

Sarah Yoshida has no recent exams reported.
Contact Info for Sarah Q. Yoshida
Phone Number: 603-624-8462
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $534,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

MA, ME, NH, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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