Sara A. Turner

AURDAN CAPITAL MANAGEMENT | Vice President, Executive Planning Consultant

WAYNE, PA 19087

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CRD#: 5762941

Professional summary

Sara Alyssa Turner, CFP®, who also goes by Sara A. Finocchiaro, Sara Alyssa Finocchiaro, Sara Alyssa Nelb, Sara Alyssa Turner, is a registered financial advisor currently at AURDAN CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sara has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Biography

By leading with collaboration, education, and empathy, I aim to create a holistic planning experience that is both impactful and enjoyable. I seek to help individuals and their families work toward their goals by co-creating plans that are as unique and flexible as their individual journeys are.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sara A. Finocchiaro | Sara Alyssa Finocchiaro | Sara Alyssa Nelb | Sara Alyssa Turner

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 Sara Alyssa Turner'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

Education

Drexel University

Bachelor of Science (BS) - Business Administration (Finance)

2008

Experience

Current

May 1, 2025 - Present

AURDAN CAPITAL MANAGEMENT, LLC

Office #1: 1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087

RIA

CRD#: 330304

WAYNE, PA

Past

May 4, 2022 - February 25, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MILLBURN, NJ

Past

April 5, 2022 - February 25, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MILLBURN, NJ

Past

April 24, 2017 - March 3, 2020

HAVERFORD FINANCIAL SERVICES, INC.

RIA

CRD#: 130007

RADNOR, PA

Past

January 18, 2017 - March 30, 2017

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 108030

Lexington, MA

Past

March 4, 2015 - November 2, 2016

HOOVER FINANCIAL ADVISORS, INC.

RIA

CRD#: 133979

MALVERN, PA

Past

November 1, 2010 - January 23, 2015

HAVERFORD FINANCIAL SERVICES, INC.

RIA

CRD#: 130007

RADNOR, PA

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".

AURDAN CAPITAL MANAGEMENT, LLC

CRD#: 330304 / SEC#: 801-129781

RIA

Registered Investment Advisory firm - (3/28/2024 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

Pennsylvania
(5/1/2025)

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

Series 63

Date: 4/22/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/29/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/4/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/19/2022

Securities Industry Essentials Examination

Current Firm

AURDAN CAPITAL MANAGEMENT, LLC

CRD#: 330304 / SEC#: 801-129781

RIA

Registered Investment Advisory firm - (3/28/2024 Approved)

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Contact information

Main Address

1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087

Mailing Address

Phone number

(484) 254-1935

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AURDAN CAPITAL FORM ADV PART 2A 2025-03-31 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 423,245,330

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sara A. Turner

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Alyssa Turner's CRS (Customer Relationship Summary).

Certified licenses

Education

Drexel University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

HAVERFORD FINANCIAL SERVICES, INC.

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

HOOVER FINANCIAL ADVISORS, INC.

HAVERFORD FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AURDAN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/22/2022

Series 65

Date: 10/29/2010

Series 7TO

Date: 4/4/2022

SIE

Date: 1/19/2022

Current Firm

AURDAN CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AURDAN CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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