Rebecca Sarno, financial advisor Akron OH
93 score

Rebecca Sarno

CRD Number: 5603976
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rebecca Sarno (CRD# 5603976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH and has over 5 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Akron OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Stephen Eppich, financial advisor Akron OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Similar Advisors
Keith Smith, financial advisor Akron OH
Keith W. Smith
CRD# 4944329
Morgan Stanley
Score
103
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron, OH Apr 2017 - Current 1
Pnc Bank N.a. Independance, OH Nov 2015 - Apr 2017 1
Pnc Investments Independance, OH Nov 2015 - Apr 2017 1
Pnc Investments Seven Hills, OH May 2012 - Nov 2015 3
Pnc Bank, N.a. Seven Hills, OH May 2012 - Nov 2015 3
Key Investment Services LLC Canton, OH Oct 2008 - Feb 2012 3
Key Bank Akron, OH Mar 2004 - Feb 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Rebecca Sarno
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Rebecca Sarno and other 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.