Unclaimed Profile

Sarah Scott Walsh

SUNRISE ADVISORS, INC.·LEAWOOD, Kansas

Series 65Clean record19 years registeredSUNRISE ADVISORS, INC.

3710 WEST 135TH STREET, LEAWOOD, KS 66224-7611CRD# 5324866Firm CRD# 111953

Profile Verification

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

Identity

Sarah Scott Walsh · LEAWOOD, KS

Registration

CRD #5324866 · SUNRISE ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUNRISE ADVISORS, INC.

SUNRISE ADVISORS

Jul 2007 – Jun 2020

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNRISE ADVISORS, INC.

CRD 111953 · SEC 801-60459

AUM

$707M

Regulatory assets under management

Employees

589 client accounts

Services offered by SUNRISE ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUNRISE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sarah Scott Walsh offer?

Sarah Scott Walsh specializes in Financial Planning, Investment Management, Wealth Management.

What are Sarah Scott Walsh's credentials?

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

Where is Sarah Scott Walsh located?

Sarah Scott Walsh is based in LEAWOOD, Kansas, last registered with SUNRISE ADVISORS, INC..

How does Sarah Scott Walsh charge for services?

Sarah Scott Walsh'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 SUNRISE ADVISORS, INC.?

SUNRISE ADVISORS, INC. has approximately 6 employees and manages $707M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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