Sarah Brechbuehl, financial advisor York PA
83 score

Sarah Brechbuehl

CRD Number: 4499643
Current Firm: Prudential Financial Planning Services

Sarah Brechbuehl (CRD# 4499643) is an Investment Advisor Representative working at Prudential Financial Planning Services in York, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC York, PA Mar 2017 - Current 1
The Prudential Insurance Company Of America York, PA Mar 2017 - Current 1
Ameriprise Financial Services, Inc. Newark, DE Apr 2014 - Feb 2017 2
Pnc Bank Concordville, PA Oct 2013 - Apr 2014 < 1
Pnc Invetments LLC Pittsburgh, PA Oct 2013 - Apr 2014 < 1
Corning Fcu Chambersburg, PA Feb 2013 - Oct 2013 < 1
Members 1st Fcu Carlisle, PA Jan 2013 - Feb 2013 < 1
Invest Financial Corp. Carlisle, PA Sep 2009 - Feb 2013 3
Patriot Federal Credit Union Chambersberg, PA Dec 2004 - Sep 2009 4
Cuso Finanacial Services, LP San Diego, CA Dec 2004 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sarah E. Brechbuehl
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
83

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