Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jane Bumstead is an Investment Advisor Representative at Cerity Partners LLC. Sarah has been in the industry for several years and holds a Series 65 license. Sarah has experience working at Blue Prairie Group, LLC and ICAP Patent Brokerage. Sarah specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Cerity Partners LLC is a firm that has a total of 80,573,112,032 dollars in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/26/2024 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 12/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Sarah Bumstead is the right advisor for you? Invested Better is here to help.
