Unclaimed Profile

Sarah Catherine Sculley

ETON ADVISORS GROUP, LLC·CHAPEL HILL, North Carolina

Series 65Clean record19 years registeredETON ADVISORS GROUP, LLC

5915 FARRINGTON ROAD,, CHAPEL HILL, NC 27517CRD# 5233520Firm CRD# 289395

Profile Verification

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

Identity

Sarah Catherine Sculley · CHAPEL HILL, NC

Registration

CRD #5233520 · ETON ADVISORS GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ETON ADVISORS GROUP, LLC

WEIK CAPITAL MANAGEMENT

Jan 2007 – Apr 2020

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ETON ADVISORS GROUP, LLC

CRD 289395 · SEC 801-111042

AUM

$2.0B

Regulatory assets under management

Employees

153 client accounts

Services offered by ETON ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ETON ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Catherine Sculley offer?

Sarah Catherine Sculley specializes in Financial Planning, Investment Management, Retirement Planning.

What are Sarah Catherine Sculley's credentials?

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

Where is Sarah Catherine Sculley located?

Sarah Catherine Sculley is based in CHAPEL HILL, North Carolina, last registered with ETON ADVISORS GROUP, LLC.

How does Sarah Catherine Sculley charge for services?

Sarah Catherine Sculley's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ETON ADVISORS GROUP, LLC?

ETON ADVISORS GROUP, LLC has approximately 13 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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