Sarah G. Mouser

VERDENCE CAPITAL ADVISORS

Alexandria, VA 22314

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CRD#: 4701517

Professional summary

Sarah Grace Mouser, CFP®, who also goes by Sarah G. Boyd, Sarah Grace Boyd, is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Alexandria, Virginia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sarah has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah G. Boyd | Sarah Grace Boyd

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.

Name of Business: Rental Property Investment Related: Y - Real Estate Address of Business: 9008 Silverbush Drive, Richmond, VA Nature of Business: Rental property, managed by outside company Dominion Property Managment Position: Property owner Start of relationship: 3/1/2011 Number hours devoted annually: 20 Number hours devoted during trading hours: 0 Duties: Owner of rental property which is managed by outside company Name of Business: Inspire Fitness and Wellness Investment Related: N Address of Business: 255 Village Parkway Ste 510, Marietta, GA Nature of Business: Fitness center Position: Certified Barre fitness instructor Start of relationship: 1/1/2022 Number hours devoted annually: 12 hrs p/month Number hours devoted during trading hours: 0 Duties: Virtual and in person fitness instructor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Grace Mouser's CRS (Customer Relationship Summary).

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: 2010

Experience

Current

March 3, 2025 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 44 Canal Center Plaza Ste 550, Alexandria, VA 22314

RIA

CRD#: 288512

Alexandria, VA

Past

June 23, 2023 - February 10, 2025

CASSADAY & COMPANY, INC.

RIA

CRD#: 317672

MCLEAN, VA

Past

June 30, 2012 - July 11, 2014

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

MCLEAN, VA

Past

March 14, 2011 - August 16, 2011

SAGEVEST WEALTH MANAGEMENT

RIA

CRD#: 143562

MCLEAN, VA

Past

June 4, 2007 - February 28, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GLEN ALLEN, VA

Past

January 30, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 30, 2004 - February 28, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GLEN ALLEN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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

Maryland
(3/3/2025)

IAR

Virginia
(3/3/2025)

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

IAR

Series 65

Date: 6/1/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/29/2004

General Securities Representative Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Sarah G. Mouser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Grace Mouser's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASSADAY & COMPANY, INC.

SAVANT WEALTH MANAGEMENT

SAGEVEST WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2007

Series 66

Date: 4/8/2004

Series 7

Date: 1/29/2004

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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