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Sarah Louise Clayton

Market Street Wealth Management

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About Sarah Louise Clayton

Sarah Louise Clayton is a registered representative of Market Street Wealth Management. Sarah has been in the financial services industry since September 2018. Sarah has passed the Series 66, Series 7 and SIE exams. Sarah has also been registered in Pennsylvania as both a broker and an investment advisor representative. Sarah previously worked for USA Financial Securities in Ada, Michigan and Market Street Financial Group in West Chester, Pennsylvania. Sarah's primary focus at Market Street Wealth Management is in providing financial planning and portfolio management services to both individuals and high-net-worth individuals.

Firm Information

Sarah Clayton is currently registered with Market Street Wealth Management. Market Street Wealth Management is an independent wealth management firm located in West Chester, Pennsylvania. They offer a range of financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm has 11 investment advisor representatives and manages over $589 million in assets for 2,376 clients. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
Market Street Wealth Management

999 WEST CHESTER PIKE

WEST CHESTER, PA 19382

$589.15M

Assets Under Management

Not reported

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Payment for client referrals

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Sarah Clayton’s Registration & Firm History

PA

10/28/2019 - Present

Market Street Wealth Management (WEST CHESTER PA)

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Licenses & Designations

BOTH

Issued 02/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Louise Clayton.
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