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Sarah Jane Wylde

Sarah J. Wylde

FERGUSON SHAPIRO LLC
Decatur, GA 30030
Some features on this profile are disabled
CRD#: 7095102
Sarah Jane Wylde

Professional summary

Sarah Jane Wylde, CFP® is a registered financial advisor currently at FERGUSON SHAPIRO LLC located in Decatur, Georgia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. 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 Jane Wylde'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

Start date: 2020

Experience

Current

August 24, 2020 - Present

FERGUSON SHAPIRO LLC

Office #1: 120 N Candler St #2, Decatur, GA 30030
RIA
CRD#: 297555
Decatur, GA

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".
FS
FERGUSON SHAPIRO LLC
FERGUSON SHAPIRO LLC | SHILOH ADVISORS LLC | SHILOH ADVISORS

CRD#: 297555 / SEC#: 801-113581

RIA
Registered Investment Advisory firm - (7/6/2018 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
(2/1/2022)
IAR
Georgia
(8/24/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/2020
Uniform Investment Adviser Law Examination

Current Firm

FS
FERGUSON SHAPIRO LLC
FERGUSON SHAPIRO LLC | SHILOH ADVISORS LLC | SHILOH ADVISORS

CRD#: 297555 / SEC#: 801-113581

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)
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Contact information

Main Address
120 N Candler St #2, Decatur, GA 30030
Mailing Address
Phone number
(404) 567-6771
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/28/2025)
WRAP FEE PROGRAM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts968
AUM (Assets Under Management)$ 361,798,775

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.

Company Information

FERGUSON SHAPIRO LLC

CRD#: 297555Decatur, GA 30030

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