SB
SB

Sarah Burrows

28 Years of Experience
Saddle River, NJ
Broker

Sarah Burrows is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saddle River, NJ, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

65 East Allendale Road, Saddle River, NJ, 07458

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sarah works as an associate/employee for Saddle River Financial Group, handling administrative duties. This takes about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wiss Private Client Advisors, LLC
March 2019 - July 2019 · 4 mos
UBS Financial Services INC.
January 2016 - March 2019 · 3 yrs 2 mos
UBS Financial Services INC.Broker
October 2008 - March 2019 · 10 yrs 5 mos
Morgan Stanley & CO. Incorporated
March 2006 - October 2008 · 2 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
October 1997 - October 2008 · 11 yrs
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sarah Burrows - Financial Advisor | TrueAdvisor