Sarah McDonald, financial advisor Salem NH
93 score

Sarah McDonald

CRD Number: 6004456
Current Firm: Arcadia Wealth Management, LLC

Sarah McDonald (CRD# 6004456) is an Investment Advisor Representative working at Arcadia Wealth Management, LLC in Salem, NH and has over 5 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Salem NH
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Peter Canniff, financial advisor Salem NH
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Christopher June, financial advisor Salem NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Company Name Location Dates Years
Arcadia Financial Group, LLC Salem, NH Sep 2017 - Current < 1
Arcadia Wealth Management, LLC Salem, NH Sep 2017 - Current < 1
Edward Jones St Louis, MO Apr 2012 - Current 6
Edward Jones Wakefield, MA Jan 2012 - Sep 2017 5
Edward Jones East Longmeadow, MA Jan 2012 - Apr 2012 < 1
Unemployed Westfield, MA May 2011 - Jan 2012 < 1
Subway Sandwich Shoppe Westfield, MA May 2009 - May 2011 2
Saint Anselm College Manchester, NH Jan 2008 - May 2011 3
Nh Democratic Party Concord, NH Jan 2011 - Apr 2011 < 1
Student Manchester, NH Sep 2007 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Sarah K. McDonald
Phone Number: 603-681-9190
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Sarah McDonald and other advisors.
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.