Sarah Minakary, financial advisor Newport Beach CA
93 score

Sarah Minakary

CRD Number: 5409346
Current Firm: Hightower Advisors, LLC

Sarah Minakary (CRD# 5409346) is an Investment Advisor Representative working at Hightower Advisors, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Securities, LLC Newport Beach, CA Mar 2016 - Current < 1
Hightower Advisors, LLC Newport Beach, CA Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley Smith Barney LLC Newport Beach, CA Jun 2009 - Mar 2016 6
Morgan Stanley Incorporated & Company Newport Beach, CA Aug 2007 - Jun 2009 1
Arroyo Vista Housing,univ.ca.irvine Irvine, CA Aug 2007 - Jun 2008 < 1
University Of California Irvine Irvine, CA Sep 2004 - Jun 2008 3
Hyundai Motors America Fountain Valley, CA May 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Sarah Minakary
Phone Number: 312-962-3800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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