SW
Sarah L. White
STONEBRIDGE FINANCIAL GROUP
Wormleysburg, PA 17043
Some features on this profile are disabled
CRD#: 7224277
SW
Professional summary
Sarah Lauren White, who also goes by Sarah Lauren Lowery, Sarah White Kurowski, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Wormleysburg, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Wormleysburg, Pennsylvania.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Sarah has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sarah Lauren Lowery | Sarah White Kurowski
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) Girls on the Run Mid State PA. 123 N Enola Dr, 1A, Enola, PA 17025. Girls on the Run helps inspire girls to be joyful, heathy and confident. Board member, attend meetings, provide feedback, volunteer at events. 10 hrs/mo; 0 during trading hrs. Not investment related. 2) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA. Corporate retirement plan consulting. 175 hrs/mo; 150 during trading hrs. 3) Rotary Club of York. 140 Roosevelt Ave, Suite 209, York, PA 17401. Rotary Club of York is a collection of community leaders who serve and support various causes and initiatives in York city and beyond. As a volunteer, I serve as chair of the Communications Committee and as a member of the Rotary Foundation and Investment Committees. 10 hrs/mo; 0 during trading hrs. Investment related. 4) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours. 5) York County History Center. 121 N Pershing Ave, York, PA 17401. The York County History Center is a museum and archive that presents interactive exhibitions exploring the history of York County. Board member: attend meetings, provide feedback, volunteer at events. 10 hrs/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Lauren White'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®
NoneExperience
Current
February 4, 2024 - Present
STONEBRIDGE FINANCIAL GROUP, LLC
Office #1: 602 North Front Street, Wormleysburg, PA 17043RIA
CRD#: 327529
Wormleysburg, PA
Current
April 4, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 602 N Front St, Wormleysburg, PA 17043RIA
BD
CRD#: 120222
Wormleysburg, PA
Past
July 10, 2023 - February 2, 2024
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Wormleysburg, PA
Past
July 10, 2023 - April 5, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Wormleysburg, PA
Past
July 16, 2020 - June 29, 2023
PROSPERA FINANCIAL SERVICES, INC.
RIA
CRD#: 10740
Harrisburg, PA
Past
March 10, 2020 - June 29, 2023
PROSPERA FINANCIAL SERVICES, INC.
BD
CRD#: 10740
Harrisburg, 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".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC
CRD#: 327529 / SEC#: 801-129034
RIA
Registered Investment Advisory firm - (11/8/2023 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Pennsylvania(2/4/2024)
RR
Pennsylvania(4/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC
CRD#: 327529 / SEC#: 801-129034
RIA
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Contact information
Main Address
602 North Front Street, Wormleysburg, PA 17043
Mailing Address
Phone number
(717) 736-7007
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,021 |
| AUM (Assets Under Management) | $ 1,831,293,279 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
