Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
156 clients
Average Client Portfolio
$111.7M average
Assets Under Management
$17.4B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Minimum Annual Fee:$7,500
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Location

Wilmington Trust Center, 1100 North Market Street, Wilmington, DE, 19890-0001

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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 is an employee of M&T Bank since 2016, dedicating most of her time to banking-related functions. She is also associated with Wilmington Trust Investment Advisors as of May 2023.

Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
M&t Securities, INC.Broker
March 2016 - March 2025 · 9 yrs
M&t Securities, INC.
March 2016 - December 2021 · 5 yrs 9 mos
Wall Street Financial Group, INC
September 2009 - March 2016 · 6 yrs 6 mos
Wall Street Financial Group, INC.Broker
April 2008 - March 2016 · 7 yrs 11 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.