Sarah Wilson, financial advisor West Chester PA
93 score

Sarah Wilson

CRD Number: 3109538
Current Firm: Peirce Park Group

Sarah Wilson (CRD# 3109538) is an Investment Advisor Representative working at Peirce Park Group in West Chester, PA and has over 5 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor West Chester PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Frederick Hubler, Jr., financial advisor West Chester PA
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, Inc.
Score
103
Similar Advisors
Kurt Angstadt, financial advisor West Chester PA
Kurt Angstadt
CRD# 4726951
Newbridge Wealth Management
Score
103
Company Name Location Dates Years
Peirce Park Group West Chester, PA Nov 2010 - Current 6
Us Asset Management LLC Pittsburgh, PA May 2008 - Nov 2010 2
Cim Investment Pittsburgh, PA Mar 1998 - May 2008 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Sarah E. Wilson
Phone Number: 610-719-0300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $16,809,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

DE, NY, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.