Sarah E Wilson
Investment adviser representative at Marquette Associates, Inc.
16 yearsExperience
1 stateRegistered in
$315.7MFirm assets
16 yearsFirm in business
Are you Sarah E Wilson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Marquette Associates, Inc.Jan 2017 to now
- Peirce Park GroupNov 2010 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Marquette Associates, Inc.
Legal name: Peirce Park Group Inc.
$315.7MAssets managed
5Clients
3Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3109538
- Firm CRD
- 118655