Sara-bay Financial Corp.

Sara-bay Financial Corp. (CRD# 133443) is a financial advisory firm headquartered in Sarasota, FL. They manage $251,882,153 in 828 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2201 Cantu Court, Suite 102, Sarasota, FL 34232
http://www.sara-bay.com
By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $304,206
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
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NH, PA, TX, VA

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

Benjamin Hard (CRD# 4362335) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 23 years of experience in the finance industry.

2
James Hard, financial advisor Sarasota FL
James M. Hard
CRD#: 236707
2201 Cantu Court, Suite 102, Sarasota, FL 34232

James Hard (CRD# 236707) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 40 years of experience in the finance industry.

3
James Mills, financial advisor Sarasota FL
James C. Mills
CRD#: 6120941
2201 Cantu Court, Suite 102, Sarasota, FL 34232

James Mills (CRD# 6120941) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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