Sarah SimonCRD Number: 6265902
Current Firm: Coastal Bridge Advisors
Sarah Simon (CRD# 6265902) is an Investment Advisor Representative working at Coastal Bridge Advisors in Sausalito, CA and has over 4 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Llbh Private Wealth Management, LLC||Westport, CT||Sep 2012 - Current||5|
|Altfest Personal Wealth Management||New York, NY||Sep 2011 - Jul 2012||< 1|
|Barbri Prep||Chapel Hill, NC||May 2011 - Aug 2011||< 1|
|The University Of North Carolina School Of Law||Chapel Hill, NC||Aug 2008 - May 2011||2|
|Markos And Company||Bangalore,||Jun 2010 - Aug 2010||< 1|
|Bohmart And Sacks, Pc||New York, NY||Jun 2009 - Aug 2009||< 1|
|Suntrust Robinson Humphrey||Charlotte, NC||Jun 2008 - Aug 2008||< 1|
|The University Of North Carolina||Chapel Hill, NC||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,741MILLIONS
Total Number of Accounts4,115ACCOUNTS
Average Account Value$423,064
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, LA, NH, NJ, NY, TX, VA
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