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Sara M Payne

STEELOAKS INVESTMENT ADVISERS, INC.·WEIRTON, West Virginia
Clean recordSTEELOAKS INVESTMENT ADVISERS, INC.
135 PALM DRIVE, WEIRTON, WV 26062CRD# 2258856Firm CRD# 108197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara M Payne · WEIRTON, WV
Registration
CRD #2258856 · STEELOAKS INVESTMENT ADVISERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sara M Payne is a registered financial advisor based in WEIRTON, West Virginia, affiliated with STEELOAKS INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STEELOAKS INVESTMENT ADVISERS, INC.
STEELOAKS INVESTMENT ADVISERS, INC.
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STEELOAKS INVESTMENT ADVISERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2258856
Firm CRD# 108197
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sara M Payne offer?
Sara M Payne specializes in Investment Management, Wealth Management. Contact their office in WEIRTON, West Virginia for a consultation.
What are Sara M Payne's credentials?
Sara M Payne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara M Payne located?
Sara M Payne is based in WEIRTON, West Virginia, working with STEELOAKS INVESTMENT ADVISERS, INC.. Their office serves clients in the WEIRTON metropolitan area and surrounding communities.
How does Sara M Payne charge for services?
Sara M Payne'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 STEELOAKS INVESTMENT ADVISERS, INC.?
STEELOAKS INVESTMENT ADVISERS, INC. has approximately 2 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEELOAKS INVESTMENT ADVISERS, INC.

Michael Joseph Orecchio
WEIRTON, WV
Donald John Kendrick
WEIRTON, WV
Michael Allen Payne
WEIRTON, WV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)CHARLESTON (13)HURRICANE (7)SHEPHERDSTOWN (3)HUNTINGTON (2)MOUNDSVILLE (1)HARPERS FERRY (1)
City Guides
WHEELING GuidePARKERSBURG GuideCHARLESTON GuideHURRICANE GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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