Sarah Schwartz (CRD# 6758888) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abd Insurance And Financial Services, Inc. | San Mateo, CA | Sep 2016 - Current | 7 |
| Newfront Retirement Services, Inc. | San Francisco, CA | Sep 2016 - Current | 7 |
| Full Time Student | Berkeley, CA | Sep 2015 - Aug 2016 | < 1 |
| Uc Berkeley | Berkeley, CA | Jun 2014 - Aug 2015 | 1 |
| Full Time Student | Berkeley, CA | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- CA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$8,732,259
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, FL, MA, NH, NY, TN, TX, UT, VA, WA
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