Sarah Buchardt, financial advisor Menlo Park CA

Sarah Buchardt

CRD Number: 6285444
Current Firm: Charles Schwab & Company, Inc.

Sarah Buchardt (CRD# 6285444) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 10 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Charles Schwab & Company, Inc. Menlo Park, CA Aug 2017 - Current 6
Charles Schwab Bank, Ssb Menlo Park, CA Aug 2017 - Current 6
Edward Jones St Louis, MO Jan 2014 - Jul 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Sarah E. Buchardt
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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