Sarah Nierode, financial advisor San Francisco CA

Sarah Nierode

CRD Number: 6904719
Current Firm: Schwab Wealth Advisory, Inc.

Sarah Nierode (CRD# 6904719) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Wealth Advisory Inc. San Francisco, CA Aug 2019 - Current 4
Charles Schwab & Company, Inc. San Francisco, CA Jan 2018 - Current 6
Johnston & Associates Inc. Glendale, CO Jul 2013 - Jan 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Sarah J. Nierode
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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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