Sarah M. Maitre
CAMRIEL ADVISORS
WEED, CA
CRD#: 7994926
Professional summary
Sarah Mazal Maitre, who also goes by Sarah Glick, Sarah Maitre, is a registered financial advisor currently at CAMRIEL ADVISORS located in Weed, California.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Sarah has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sarah Glick | Sarah Maitre
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Mazal Maitre'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
November 19, 2024 - Present
CAMRIEL ADVISORS
RIA
CRD#: 333391
WEED, CA
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(11/19/2024)
Exams
Current Firm
CA
CAMRIEL ADVISORS
CAMRIEL ADVISORS | CAMRIEL ADVISORS LLC
CRD#: 333391 / SEC#:
California
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Contact information
Main Address
Weed, CA
Mailing Address
301 South Mount Shasta Boulevard Unit 82, Mount Shasta, CA 96067
Phone number
(530) 435-5339
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 5,545 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
