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Sarah J Hussey

Black CAT Wealth

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About Sarah J Hussey

Sarah J. Hussey, CFP, is a financial advisor registered with the state of Montana. Sarah has been in the industry for over 20 years and specializes in providing financial planning, portfolio management, and educational seminars. Sarah has worked with LPL Financial LLC and World Equity Group, Inc. before joining Black Cat Wealth, where Sarah is currently employed. Sarah J. Hussey is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 securities licenses.

Firm Information

Sarah Hussey is currently registered with Black CAT Wealth. Black CAT Wealth is an investment advisor that provides financial planning and portfolio management services to individuals, including high-net-worth individuals. They have approximately $12 million in regulatory assets under management, with 40 client accounts.

$12.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Hussey’s Registration & Firm History

MT

08/03/2021 - Present

Black CAT Wealth (BOZEMAN MT)

MT

01/12/2017 - 03/30/2018

WORLD EQUITY GROUP, INC. (Bozeman MT)

MT

03/24/2006 - 01/06/2017

LPL FINANCIAL LLC (BOZEMAN MT)

NJ

03/19/2001 - 03/28/2006

MORGAN STANLEY DW INC. (WARREN NJ)

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Licenses & Designations

BOTH

Issued 04/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 03/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah J Hussey.
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