Sarah WilsonCRD 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 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|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|
Total Assets Under Management874MILLIONS
Total Number of Accounts52ACCOUNTS
Average Account Value$16,809,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
DE, NY, PA
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