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Sarah M McLaughlin

Wilmington Trust Investment Advisors, Inc.

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About Sarah M McLaughlin

Sarah McLaughlin is a registered investment advisor representative with Wilmington Trust Investment Advisors, Inc. Sarah has been in the industry since 2008. Sarah has a Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TO and SIE license. Sarah is registered in Maryland and New York.

Firm Information

Sarah McLaughlin is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

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 McLaughlin’s Registration & Firm History

DE

01/10/2023 - Present

Wilmington Trust Investment Advisors, Inc. (WILMINGTON DE)

NY

04/29/2008 - 03/01/2016

WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)

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Licenses & Designations

BOTH

Issued 09/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/29/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah M McLaughlin.
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