Sarah A. Burdette
Investment adviser representative at Whitegate Investment Counselors, Inc.
12 yearsExperience
1 stateRegistered in
$545.4MFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Whitegate Investment Counselors, Inc.Nov 2018 to now
- Taylor, Cottrill, Erickson & AssociatesMar 2018 to now
- Harvest Capital ManagementJun 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NH).
Whitegate Investment Counselors, Inc.
$545.4MAssets managed
139Clients
3Advisers
34 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
- 4376970
- Firm CRD
- 107732