SC
SC

Sarah Louise Clayton

7 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,492 clients
Average Client Portfolio
$479K average
Assets Under Management
$714.9M

Fee Structure

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Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sarah supports and assists with special projects at Vogt Financial since 2016. She also works as a business coordinator at Marketstreet Wealth Management since 2015, assisting advisors with client services.

Employment History
Current Registrations
Market Street Wealth Management
October 2019 - Present · 6 yrs 4 mos
USA Financial Securities LLCBroker
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
USA Financial Securities Corporation
February 2019 - February 2019 · 0 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.