Sarah Elizabeth Green-robinson
Investment adviser representative at Osaic Advisory Services, LLC
24 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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 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
- Seminars and workshops
Experience
24 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Charles T. Mitchell & Co.Jul 2002 to now
- Securities America, Inc.Dec 2018 to Jun 2024
- Fsc Securities CorporationFeb 2009 to Dec 2018
- Ctm Insurance ServicesJan 2006 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4646556
- Firm CRD
- 171070