Sarah Switzer is a registered investment advisor, based in St. Petersburg, FL, with 19 years of industry experience.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Park Avenue Securities LLCBroker
August 2019 - June 2023 · 3 yrs 10 mos
Park Avenue Securities LLC
August 2019 - June 2023 · 3 yrs 10 mos
Charles Schwab & CO., INC.
September 2017 - April 2019 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
September 2017 - April 2019 · 1 yr 7 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - September 2017 · 5 yrs 8 mos
Charles Schwab & CO., INC.Broker
November 2011 - September 2017 · 5 yrs 10 mos
Charles Schwab & CO., INC.
November 2011 - December 2011 · 1 mo
Strategic Advisers, INC.
October 2008 - October 2011 · 3 yrs
Fidelity Brokerage Services LLCBroker
June 2006 - October 2011 · 5 yrs 4 mos
State Registrations1 state
IN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.