Sara-bay Financial Corp.

Sara-bay Financial Corp. (CRD# 133443) is a financial advisory firm headquartered in Sarasota, FL. They manage $113,698,566 in 470 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $241,912
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sara-bay Financial Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin M. Hard
CRD#: 4362335
2201 Cantu Court, Suite 102, Sarasota, FL 34232
93
Wealthminder
score

Benjamin Hard (CRD# 4362335) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 16 years of experience in the finance industry.

2
Andrew M. Hard
CRD#: 5149739
2201 Cantu Court, Suite 102, Sarasota, FL 34232
83
Wealthminder
score

Andrew Hard (CRD# 5149739) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 10 years of experience in the finance industry.

3
James M. Hard
CRD#: 236707
2055 Wood Street, Suite 209, Sarasota, FL 34237
83
Wealthminder
score

James Hard (CRD# 236707) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.