Sarah Green

FARM GIRL CAPITAL LLC

Albany, CA 94706

Some features on this profile are disabled

CRD#: 5487899

Professional summary

Sarah Green, CFP®, who also goes by Sarah Ainsworth, is a registered financial advisor currently at FARM GIRL CAPITAL LLC located in Albany, California.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Sarah has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Ainsworth

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.

1) Healing Tide; Board Member - Member At Large; Investment Related: No; 2039 Kala Bagai Way #505, Berkeley, California 94704; Healing Tide Is An Eco-Wellness, Eco-Experience Company Devoted To The Interconnection Of Health And Environment That Offers Immersive Hands-On Classes Guided By Experts In Gorgeous Eco-Rich Locations. Healing Tide Is A 501(C)(3) Non-Profit That Seeks To Live In Harmony With The Earth, While We Explore Traveling From A Sustainable Lens.; Support The Executive Director And Vision Of The Organization; Start Date 2021-12-13; Hours Devoted To Business During Trading Hours: 1; Hours Devoted To Business Outside Trading Hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Green'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

May 14, 2021 - Present

FARM GIRL CAPITAL LLC

Office #1: 1225 Solano Avenue Suite A, Albany, CA 94706

RIA

CRD#: 314384

Albany, CA

Past

June 14, 2019 - November 29, 2021

NORTH BERKELEY WEALTH MANAGEMENT, LLC

RIA

CRD#: 136431

BERKELEY, CA

Past

June 13, 2016 - October 17, 2019

TRANSFORMATIVE WEALTH MANAGEMENT LLC

RIA

CRD#: 283660

EL CERRITO, CA

Past

September 25, 2009 - June 30, 2016

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

SAN FRANCISCO, CA

Past

August 18, 2009 - July 28, 2016

PROTECTED INVESTORS OF AMERICA

RIA

CRD#: 6082

Richmond, CA

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
(5/14/2021)

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: 12/10/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/28/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2009

General Securities Representative Examination

Current Firm

FARM GIRL CAPITAL LLC

CRD#: 314384 / SEC#:

California

Registered Investment Advisory firm - (5/14/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1225 Solano Avenue Suite A, Albany, CA 94706

Mailing Address

Phone number

(510) 529-4295

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 17,660,518

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.

Similar Advisors

Jason Cooke

EDELMAN FINANCIAL ENGINES

IAR

DANVILLE, CA

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

Jason Fang

TERRAFIRMA WEALTH PARTNERS

IAR

WALNUT CREEK, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sarah Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FARM GIRL CAPITAL LLC

NORTH BERKELEY WEALTH MANAGEMENT, LLC

TRANSFORMATIVE WEALTH MANAGEMENT LLC

PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

State Registrations and Notice Filings

Exams

Series 63

Date: 12/10/2009

Series 65

Date: 6/28/2004

SIE

Date: 6/30/2016

Series 7

Date: 9/24/2009

Current Firm

FARM GIRL CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FARM GIRL CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors