Sarah Stewart
Sarah Stewart is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 24 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10250 Alliance Rd Ste 125, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah is a partner/advisor at Freeman Heyne Toma, LLC DBA FHT Advisors, a financial services firm, dedicating about a quarter of her time. She also sells fixed insurance products, including life, health, disability, annuities, LTC, and group insurance, taking about a quarter of her time. Finally, Sarah is an advisory council member for DECA, a non-profit, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
Fidelity Brokerage Services LLCBroker
State Registrations27 states
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