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Sarah Jean Creath

BCK PARTNERS, INC.·CORNING, New York
Clean record11 years registeredBCK PARTNERS, INC.
27 EAST MARKET STREET, CORNING, NY 14830CRD# 4122970Firm CRD# 181512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Jean Creath · CORNING, NY
Registration
CRD #4122970 · BCK PARTNERS, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

BCK PARTNERS, INC.
Jul 2017 – present
BCK PARTNERS, INC.
May 2015 – Nov 2015
JOHNSON CITY, NY
02

Registrations & Exams

Registration record
First registered · May 29, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCK PARTNERS, INC.
CRD 181512 · SEC 801-107484
AUM
$191M
Regulatory assets under management
Employees
4
604 client accounts
Services offered by BCK PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BCK PARTNERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Sarah Jean Creath offer?
Sarah Jean Creath specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORNING, New York for a consultation.
What are Sarah Jean Creath's credentials?
Sarah Jean Creath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jean Creath located?
Sarah Jean Creath is based in CORNING, New York, working with BCK PARTNERS, INC.. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does Sarah Jean Creath charge for services?
Sarah Jean Creath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCK PARTNERS, INC.?
BCK PARTNERS, INC. has approximately 4 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BCK PARTNERS, INC.

Michael Barney Bono
CORNING, NY
James Allen Kaffenbarger
CORNING, NY

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