Unclaimed Profile

Sarah Coxe Lange

PENTEGRA INVESTORS, INC.·WHITE PLAINS, New York

SIE, Series 7, Series 63, Series 66CFAClean record15 years registeredPENTEGRA INVESTORS, INC.

108 CORPORATE PARK DRIVE, WHITE PLAINS, NY 10604-3805CRD# 4333316Firm CRD# 111503

Profile Verification

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

Identity

Sarah Coxe Lange · WHITE PLAINS, NY

Registration

CRD #4333316 · PENTEGRA INVESTORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENTEGRA INVESTORS, INC.

GUGGENHEIM PARTNERS ASSET MANAGEMENT, LLC

Feb 2011 – Jul 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 17, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENTEGRA INVESTORS, INC.

CRD 111503 · SEC 801-36893

AUM

$5.9B

Regulatory assets under management

Employees

291 client accounts

Services offered by PENTEGRA INVESTORS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PENTEGRA INVESTORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sarah Coxe Lange offer?

Sarah Coxe Lange specializes in Investment Management, Retirement Planning, Wealth Management.

What are Sarah Coxe Lange's credentials?

Sarah Coxe Lange holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sarah Coxe Lange located?

Sarah Coxe Lange is based in WHITE PLAINS, New York, last registered with PENTEGRA INVESTORS, INC..

How does Sarah Coxe Lange charge for services?

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

How large is PENTEGRA INVESTORS, INC.?

PENTEGRA INVESTORS, INC. has approximately 14 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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