SR
CFP
SR
CFP

Sarah Reynolds

14 Years of Experience
Scottsdale, AZ
Broker

Sarah Reynolds is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 14 years of industry experience.

Location

14321 North Northsight Blvd, Scottsdale, AZ, 85260

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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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Employment History
Current Registrations
Vanguard Marketing Corporation
November 2025 - Present · 6 mos
Vanguard Advisers, INC.
November 2025 - Present · 6 mos
Vanguard Marketing CorporationBroker
November 2025 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
April 2013 - July 2018 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2011 - October 2025 · 14 yrs 3 mos
State Registrations2 states
AZTX
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 Reynolds - Financial Advisor | TrueAdvisor