Sarah Degraw (CRD# 7221386) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 3 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Middletown, NY | Jan 2020 - Current | 4 |
| Kestra Private Wealth Services, LLC | Middletown, NY | Jan 2020 - Current | 4 |
| Onemain Financial | Middletown, NY | Nov 2016 - Jan 2020 | 3 |
| Tory Burch At Woodbury Commons | Central Valley, NY | Jul 2016 - Nov 2016 | < 1 |
| Suny Albany | Albany, NY | Aug 2014 - May 2016 | 1 |
| Suny Orange | Middletown, NY | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- NY
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Total Assets Under Management7,300MILLIONS
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Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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