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Sarah Wenger Goffe

Newedge Advisors

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About Sarah Wenger Goffe

Sarah Wenger Goffe is a registered investment advisor with Newedge Advisors. Sarah has been in the financial services industry since November 2010 and is currently registered with the state of Pennsylvania. Sarah previously worked at Federated International Securities Corp. and Federated Securities Corp., both in Pittsburgh, Pennsylvania. Sarah holds a Series 7, 6, 24 and 66 license, in addition to the Series 63 license.

Firm Information

Sarah Goffe is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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 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.

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 Goffe’s Registration & Firm History

PA

06/21/2022 - Present

Newedge Advisors (Pittsburgh PA)

PA

04/02/2019 - 06/03/2022

FEDERATED INTERNATIONAL SECURITIES CORP. (Pittsburgh PA)

PA

11/15/2010 - 06/03/2022

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/12/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sarah Wenger Goffe.
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