Sarah E. Maskill

FINANCIAL ANSWERS

ELLINGTON, CT 06029

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CRD#: 4087093

Professional summary

Sarah Elizabeth Maskill, CFP®, who also goes by Sarah Elizabeth Welch, is a registered financial advisor currently at FINANCIAL ANSWERS, LLC located in Ellington, Connecticut.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Sarah has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Elizabeth Welch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Maskill's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 10, 2012 - Present

FINANCIAL ANSWERS, LLC

Office #1: 18 Main Street, Ellington, CT 06029Office #2: 18 Main Street, Ellington, CT 06029

RIA

CRD#: 165147

ELLINGTON, CT

Past

August 10, 2007 - July 13, 2012

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

SOUTH WINDSOR, CT

Past

July 10, 2002 - July 13, 2012

OSAIC INSTITUTIONS, INC.

CRD#: 35371

SOUTH WINDSOR, CT

Past

February 1, 2000 - October 25, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(9/10/2012)

IAR

Massachusetts
(8/24/2016)

IAR

New York
(10/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/16/2000

General Securities Principal Examination

Current Firm

FINANCIAL ANSWERS, LLC

CRD#: 165147 / SEC#:

Connecticut

Registered Investment Advisory firm - (9/10/2012 Approved)

Massachusetts

Registered Investment Advisory firm - (8/24/2016 Approved)

New York

Registered Investment Advisory firm - (7/29/2020 Approved)

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Contact information

Main Address

18 Main Street, Ellington, CT 06029

Mailing Address

Phone number

(860) 926-4783

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah E. Maskill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Maskill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL ANSWERS, LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 2/5/2000

Series 7

Date: 1/31/2000

Series 24

Date: 2/16/2000

Current Firm

FINANCIAL ANSWERS, LLC

Contact information

Documents

Red Flags

Company Information

FINANCIAL ANSWERS, LLC

TRUST BUT VERIFY

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