Sara Uh, financial advisor Troy MI

Sara Uh

CRD Number: 4938299
Current Firm: Edelman Financial Engines

Sara Uh (CRD# 4938299) is an Investment Advisor Representative working at Edelman Financial Engines in Troy, MI and has over 18 years of experience in the finance industry. Sara Uh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 5
Edelman Financial Services, LLC Fairfax, VA May 2016 - Nov 2018 2
Ef Legacy Securities, LLC Henrico, VA May 2016 - Oct 2018 2
Charles Schwab & Company, Inc. Troy, MI Jul 2006 - Apr 2016 9
Charles Schwab Bank Troy, MI Jul 2006 - Apr 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Sara S. Uh
Phone Number: 408-498-6000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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