Sarah Stevenson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sarah Stevenson, who also goes by Sarah Stevenson, Sarah Hope Stevenson, was a registered financial professional .
Sarah is a previously registered financial professional and started their career in finance in 2024. Sarah had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 5, 2025 - January 2, 2026
CAPITAL INSIGHT PARTNERS, LLC
June 14, 2024 - August 4, 2025
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/13/2024
General Securities Representative ExaminationCurrent Firm
CAPITAL INSIGHT PARTNERS, LLC
CRD#: 147165 / SEC#: 801-69421
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 993 |
| AUM (Assets Under Management) | $ 829,630,377 |
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.
