Sarah Schroeder

COINBASE ADVISORS

STAMFORD, CT 06902

CRD#: 6514718

Some features on this profile are disabled

Professional summary

Sarah Schroeder is a registered financial advisor currently at COINBASE ADVISORS located in Stamford, Connecticut.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sarah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Sarah Schroeder'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®

None

Experience

Current

June 5, 2026 - Present

COINBASE ADVISORS

Office #1: 2200 Atlantic Street Suite 320, Stamford, CT 06902

RIA

CRD#: 342338

STAMFORD, CT

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".

COINBASE ADVISORS

COINBASE ADVISORS | COINBASE ADVISORS, LLC

CRD#: 342338 / SEC#: 801-136352

RIA

Registered Investment Advisory firm - (5/27/2026 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

Connecticut
(6/5/2026)

IAR

New York
(6/5/2026)

IAR

Texas
(6/15/2026)

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: 5/26/2026

Uniform Investment Adviser Law Examination

Current Firm

COINBASE ADVISORS

COINBASE ADVISORS | COINBASE ADVISORS, LLC

CRD#: 342338 / SEC#: 801-136352

RIA

Registered Investment Advisory firm - (5/27/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

2200 Atlantic Street Suite 320, Stamford, CT 06902

Mailing Address

Phone number

(203) 489-1450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/24/2026)

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

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

GREENWICH, CT

Brian Marchini

LPL ENTERPRISE, LLC

IAR

WHITE PLAINS, NY

Philip Meese

AE WEALTH MANAGEMENT, LLC

IAR

Darien, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sarah Schroeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COINBASE ADVISORS

Primary Firm SEC Registration

COINBASE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2026

Current Firm

COINBASE ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

COINBASE ADVISORS

TRUST BUT VERIFY

Similar Advisors