Ann B. Means

SAPIENT INVESTMENTS LLC

New Hope, PA

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CRD#: 6570102

Professional summary

Ann Bozorth Means, who also goes by Ann Jessica Bozorth, Ann Bozorth Discenze, is a registered financial advisor currently at SAPIENT INVESTMENTS LLC located in New Hope, Pennsylvania.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ann has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ann Jessica Bozorth | Ann Bozorth Discenze

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.

I am a sole-proprietor providing business management services to non-for-profit organizations. My title is principal/owner and my office is located at 114 Tunxis Village, Farmington, CT 06032. I do not have any current clients although at certain periods during the year I have been occupied 40 hours a week on assignments, none of which are investment-related. The services I provide are bookkeeping, strategic planning, board management, meeting design, communications and marketing and member recruitment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Bozorth Means'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®

None

Experience

Current

March 26, 2018 - Present

SAPIENT INVESTMENTS LLC

RIA

CRD#: 292098

New Hope, PA

Past

January 28, 2016 - December 1, 2016

SELECT ALTERNATIVE INVESTMENTS LLC

RIA

CRD#: 164885

FARMINGTON, CT

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
(3/26/2018)

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: 1/28/2016

Uniform Investment Adviser Law Examination

Current Firm

SAPIENT INVESTMENTS LLC

SAPIENT INVESTMENTS LLC | SELECT ALTERNATIVE INVESTMENTS LLC

CRD#: 292098 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/26/2018 Approved)

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Contact information

Main Address

New Hope, PA

Mailing Address

Phone number

(267) 714-6090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	96
AUM (Assets Under Management)	$ 55,849,958

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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Ann B. Means

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Bozorth Means's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPIENT INVESTMENTS LLC

SELECT ALTERNATIVE INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2016

Current Firm

SAPIENT INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAPIENT INVESTMENTS LLC

TRUST BUT VERIFY

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