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SM

Sarah Ashley C. Meredith

ABEL HALL
Baton Rouge, LA 70810
Some features on this profile are disabled
CRD#: 7653114
SM

Professional summary

Sarah Ashley Carver Meredith, who also goes by Sarahashley Carver Meredith, is a registered financial advisor currently at ABEL HALL, LLC located in Baton Rouge, Louisiana.

Sarah Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sarah Ashley has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarahashley Carver Meredith

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 Ashley Carver Meredith'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

February 8, 2024 - Present

ABEL HALL, LLC

Office #1: 9270 Siegen Lane Suite 202, Baton Rouge, LA 70810
RIA
CRD#: 302076
Baton Rouge, LA

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".
AH
ABEL HALL, LLC
ABEL HALL FAMILY WEALTH PARTNERS | ABEL HALL, LLC

CRD#: 302076 / SEC#: 801-116674

RIA
Registered Investment Advisory firm - (5/24/2019 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
Louisiana
(2/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2024
Uniform Investment Adviser Law Examination

Current Firm

AH
ABEL HALL, LLC
ABEL HALL FAMILY WEALTH PARTNERS | ABEL HALL, LLC

CRD#: 302076 / SEC#: 801-116674

RIA
Registered Investment Advisory firm - (5/24/2019 Approved)
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Contact information

Main Address
9270 Siegen Lane Suite 202, Baton Rouge, LA 70810
Mailing Address
Phone number
(225) 408-4000
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 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

PART 2A BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts571
AUM (Assets Under Management)$ 400,117,820

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

ABEL HALL, LLC

CRD#: 302076Baton Rouge, LA 70810

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