Sarah Hallas, financial advisor Sonoma CA

Sarah Hallas

CRD Number: 5059814
Current Firm: Sonoma Wealth Advisors, LLC

Sarah Hallas (CRD# 5059814) is an Investment Advisor Representative working at Sonoma Wealth Advisors, LLC in Sonoma, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sonoma Wealth Advisors Sonoma, CA Feb 2019 - Current 2
Wells Fargo Clearing Services, LLC Petaluma, CA Nov 2016 - Feb 2019 2
Wells Fargo Advisors LLC Petaluma, CA Jun 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Sarah H. Hallas
Phone Number: (707) 938-7414
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    197
    MILLIONS
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $155,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, NE, OH, TX

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