Sarah Newberry Reames
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
38 yearsExperience
2 statesRegistered in
PFSDesignation
$138.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
38 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2020 to now
- Cambridge Investment Research, Inc.Dec 2020 to now
- Sarah ReamesAug 2019 to now
- Cannoli LLCApr 2018 to now
- Fiduciary AppointmentNov 2017 to now
- Sarah N Reames Cpa, PllcSep 1988 to now
- Avantax Insurance Agency, LLCJul 2016 to Dec 2020
- Avantax Advisory ServicesJul 2002 to Dec 2020
- Avantax Investment Services, Inc.Aug 2001 to Dec 2020
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 4443013
- Firm CRD
- 134139