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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Payton Chatham Morgan is an investment advisor representative associated with Steward Partners Investment Advisory, LLC. Sarah Payton Chatham Morgan has been in the industry since September 27, 2022. Sarah Payton Chatham Morgan holds Series 66, Series 7TO and SIE licenses. Sarah Payton Chatham Morgan has 1 registration(s) with FINRA and 1 registration(s) with the state of Alabama. The firm has 254 licensed agents and 305 investment adviser representatives. The firm's main office is located at 140 E. 45TH STREET, 36TH FLOOR, NEW YORK, NY, 10017. The firm has 45,203 total accounts under management. The firm has 21,758 clients. The firm's regulatory assets under management total $20,433,200,577. Sarah Payton Chatham Morgan's previous firm was Raymond James Financial Services, Inc. in Guntersville, AL. Sarah Payton Chatham Morgan specializes in providing financial planning, pension consulting, and selection of other advisers to individuals, corporations or other businesses, charitable organizations, and state or municipal government entities.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
AL
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (GUNTERSVILLE AL)
AL
09/28/2022 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Guntersville AL)
BOTH
Issued 02/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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