Sarah M. Slattery
Professional summary
Sarah Marie Slattery, who also goes by Sarah M Burney, Sarah Slattery, is a registered financial advisor currently at PIECAPITAL located in Washington, District Of Columbia.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sarah has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Marie Slattery's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2026 - Present
PIECAPITAL
Office #1: 700 Pennsylvania Ave Se, Washington, DC 20003August 10, 2012 - July 20, 2015
WEALTHVALUES, LLC
February 16, 2006 - February 26, 2011
1ST GLOBAL ADVISORS INC
May 10, 2004 - February 26, 2011
1ST GLOBAL CAPITAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/12/2026)
Exams
Current Firm
PIECAPITAL
CRD#: 328743 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 34,643,074 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
PIECAPITAL
CRD#: 328743Washington, DC 20003TRUST BUT VERIFY
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