Unclaimed Profile

Sarah Marie Kardavani

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, California

Clean recordVANTAGE WEALTH MANAGEMENT, LLC

66 BOVET ROAD, SAN MATEO, CA 94402CRD# 6350499Firm CRD# 152374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Marie Kardavani · SAN MATEO, CA

Registration

CRD #6350499 · VANTAGE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah Marie Kardavani is a registered financial advisor based in SAN MATEO, California, affiliated with VANTAGE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VANTAGE WEALTH MANAGEMENT, LLC

AUM

$607M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANTAGE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6350499

Firm CRD# 152374

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah Marie Kardavani offer?

Sarah Marie Kardavani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN MATEO, California for a consultation.

What are Sarah Marie Kardavani's credentials?

Sarah Marie Kardavani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Marie Kardavani located?

Sarah Marie Kardavani is based in SAN MATEO, California, working with VANTAGE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Sarah Marie Kardavani charge for services?

Sarah Marie Kardavani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE WEALTH MANAGEMENT, LLC?

VANTAGE WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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