Sara Magdalene Reals
Investment adviser representative at Greenleaf Financial Network, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$123.7MFirm assets
Are you Sara Magdalene Reals? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Greenleaf Financial Network, LLCJan 2018 to now
- Montgomery County Government, VirginiaJan 2018 to now
- UnemployedNov 2017 to Dec 2017
- First Citizens Investor ServicesOct 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Greenleaf Financial Network, LLC
$123.7MAssets managed
189Clients
12Advisers
Under 1 yearIn 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
- 4615266
- Firm CRD
- 284165