Sarah BerndtCRD Number: 1264410
Current Firm: Camelot Portfolios, LLC
Sarah Berndt (CRD# 1264410) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 32 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Camelot Portfolios, LLC||Maumee, OH||Dec 2009 - Current||7|
|Private Wealth Consultants Ltd.||Toledo, OH||Jul 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management361MILLIONS
Total Number of Accounts4,230ACCOUNTS
Average Account Value$85,443
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AL, CA, CT, FL, IN, MA, MI, NC, NY, OH, PA, TN, TX, WI