Sarah CeruloCRD Number: 5397398
Current Firm: Wells Fargo Clearing Services, LLC
Sarah Cerulo (CRD# 5397398) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors Financial Network, LLC||St Louis, MO||Sep 2011 - Nov 2016||5|
|Wells Fargo Advisors LLC||Charlotte, NC||May 2009 - Sep 2011||2|
|Wachovia Securities, LLC||Charlotte, NC||Aug 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, 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