Sarah CatoCRD Number: 4865357
Current Firm: Park Avenue Securities LLC
Sarah Cato (CRD# 4865357) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 17 years of experience in the finance industry. Sarah Cato 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Guardian Life Insurance Company||Chevy Chase, MD||Feb 2023 - Current||< 1|
|Park Avenue Securities||Chevy Chase, MD||Feb 2023 - Current||< 1|
|Guardian Life Insurance||Reston, VA||Jan 2023 - Current||< 1|
|Park Avenue Securities||Reston, VA||Jan 2023 - Current||< 1|
|Guardian Life Insurance Company||Chevy Chase, MD||Jun 2022 - Jan 2023||< 1|
|Park Avenue Securities||Chevy Chase, MD||Jun 2022 - Jan 2023||< 1|
|Guardian Life Insurance Company||Reston, VA||Jun 2022 - Jun 2022||< 1|
|Park Avenue Securities||Reston, VA||Jun 2022 - Jun 2022||< 1|
|Guardian Life Insurance Company||Chevy Chase, MD||Feb 2022 - Jun 2022||< 1|
|Park Avenue Securities||Chevy Chase, MD||Feb 2022 - Jun 2022||< 1|
|Guardian Life Insurance Co Of America||Bethesda, MD||Oct 2010 - Feb 2022||11|
|Park Avenue Securities LLC||Bethesda, MD||Oct 2010 - Feb 2022||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management9,913MILLIONS
Total Number of Accounts57,359ACCOUNTS
Average Account Value$172,819
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.