Cara Sharbaugh, financial advisor Pittsburgh PA
93 score

Cara Sharbaugh

CRD Number: 5537077
Current Firm: Private Wealth Advisors

Cara Sharbaugh (CRD# 5537077) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Private Wealth Advisors, Inc. Pittsburgh, PA Feb 2013 - Current 3
Pwa Securities, Inc. Pittsburgh, PA Feb 2013 - Current 3
Private Wealth Advisors, Inc. Pittsburgh, PA Mar 2008 - Current 8
Pwa Securities, Inc. Pittsburgh, PA Mar 2008 - Current 8
Alliance Health Wraparound Services Turtle Creek, PA Jul 2007 - Jan 2009 1
Allegheny Technologies, Inc. Pittsburgh, PA Aug 2007 - Mar 2008 < 1
John Carroll University University Heights, OH Sep 2003 - May 2007 3
Westminster College New Wilmington, PA Jun 2006 - Sep 2006 < 1
Wilmington Area High School New Wilmington, PA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Cara M. Sharbaugh
Phone Number: 412-931-2700
Firm Website: http://www.pwausa.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    906
    MILLIONS
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $375,313
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WV

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

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