Sarah Munson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenwich, CT, with 6 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Lafayette Pl, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is the treasurer for Boy Scouts of America Greater Hudson Valley Troop 376, spending minimal time per week monitoring the budget and reimbursing expenses. She is also a Ruling Elder at Katonah Presbyterian Church, dedicating a few hours per week to discussing mission events, fundraising, and budget-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ernst & Young Investment Advisers LLP
State Registrations1 state
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
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