Sara Alyssa Turner
Investment adviser representative at Aurdan Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$526.2MFirm 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
Experience
10 years in the industry.
- Aurdan Capital Management, LLCMay 2025 to now
- Aurdan Capital Mangement, LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to Feb 2025
- Brown Brothers Harriman & Co.Mar 2020 to Feb 2022
- Haverford Financial ServicesApr 2017 to Feb 2020
- White Lighthouse Investment Management, Inc.Jan 2017 to Mar 2017
- HomemakerMar 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aurdan Capital Management, LLC
$526.2MAssets managed
423Clients
3Advisers
2 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
- 5762941
- Firm CRD
- 330304