Sarah S Moore
Investment adviser representative at Donaldson Capital Management LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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 assetsFixed 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
5 years in the industry.
- Donaldson Capital Management LLCAug 2018 to now
- JPMorgan Chase Bank NAApr 2013 to Aug 2018
- J.P. Morgan Securities LLCApr 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IN).
Donaldson Capital Management LLC
$3.5BAssets managed
1,838Clients
46Advisers
31 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
- 5568246
- Firm CRD
- 106131