Sarah W. Quist
Professional summary
Sarah Wesley Quist, CFP®, who also goes by Sarah Wesley Quist Mazzacco, Sarah Wesley Quist Mazzocco, is a registered financial advisor currently at VISION CAPITAL MANAGEMENT INC located in Portland, Oregon.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Sarah has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Wesley Quist's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
July 29, 2005 - Present
VISION CAPITAL MANAGEMENT INC
Office #1: 4380 S Macadam Avenue Suite 350, Portland, OR 97239October 8, 2001 - November 21, 2003
CHARLES SCHWAB & CO., INC.
September 1, 1999 - October 16, 2001
COLDSTREAM SECURITIES, INC.
October 22, 1986 - September 4, 1997
AMERITRADE NORTHWEST, INC.
Primary Firm SEC Registration
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2005)
Exams
Series 8
Date: 2/16/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,743 |
| AUM (Assets Under Management) | $ 1,073,328,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/22/2024 | ||
| 02/28/2023 |
Red Flags
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