Sara B. Stanich
CULTIVATING WEALTH
Montauk, NY
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CRD#: 5397545
Professional summary
Sara Beth Stanich, CFP®, who also goes by Sara Beth Froyd, Sara Stanich, is a registered financial advisor currently at CULTIVATING WEALTH located in Montauk, New York.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sara has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
The Stanich Group is a fee-only registered investment adviser.
We provide financial planning advice and investment management services to my clients, who are successful business people focused on achieving their financial goals. These goals may include optimizing an investment portfolio, buying a home, saving for a child’s education, increasing tax-efficiency, retirement, or simply financial independence and building wealth. Please visit our blog at Cultivating Wealth for more information or to schedule a free consultation.
We also provide consulting services regarding the financial issues of divorce. I work with individuals, couples, attorneys and mediators to help define the financial issues of their case; understand the implications of different settlement options, and ultimately reach closure. Please visit our blog at Power Over Divorce for more information or to schedule a free consultation.
Question & Answer
What are your service offerings?
Small Business Planning
Divorce Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Divorce Planning
Investment Advice with Ongoing...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Sara Beth Froyd | Sara Stanich
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.
TSG Media, LLC.; No; Writing projects - substack and a book; CCO; Owner; 6/1/2025; 10; 10; Lead advisor, investments, operations, marketing.
CRS (Client Relationship Summary) - RIA
Click below to view Sara Beth Stanich'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®
Start date: 2010
Experience
Current
April 11, 2019 - Present
CULTIVATING WEALTH
RIA
CRD#: 282447
Montauk, NY
Past
February 11, 2009 - March 21, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
NEW YORK, NY
Past
January 30, 2009 - March 21, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NEW YORK, NY
Past
December 3, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
October 31, 2007 - December 22, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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".
CULTIVATING WEALTH
CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE
CRD#: 282447 / SEC#: 801-107270
RIA
Registered Investment Advisory firm - (2/9/2016 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
California(6/18/2025)
IAR
New York(8/20/2021)
IAR
Pennsylvania(4/11/2019)
IAR
Texas(8/20/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CULTIVATING WEALTH
CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE
CRD#: 282447 / SEC#: 801-107270
RIA
Registered Investment Advisory firm - (2/9/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Montauk, NY
Mailing Address
P.o. Box 5014, Montauk, NY 11954
Phone number
(646) 693-7451
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 605 |
| AUM (Assets Under Management) | $ 166,599,144 |
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.
