Sarah Elizabeth Pierce
Investment adviser representative at Watershed Private Wealth
15 yearsExperience
1 stateRegistered in
$413.7MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Watershed Private Wealth LLCOct 2023 to now
- Steven L BraunNov 2022 to now
- Northwestern Mutual Investment Services, LLCApr 2020 to now
- Northwestern Mutual Life Insurance CompanyApr 2020 to Oct 2023
- Creative PlanningApr 2018 to Apr 2020
- Scott GoldsteinDec 2011 to Apr 2018
- Northwestern Mutual Wealth Management CompanySep 2011 to Apr 2018
- Northwestern Mutual Investment Services, LLCAug 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Watershed Private Wealth
Legal name: Watershed Private Wealth LLC
$413.7MAssets managed
144Clients
3Advisers
5 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
- 5686514
- Firm CRD
- 316408