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Sara Frazier Gochenour

Investment adviser representative at Salomon and Ludwin
15 yearsExperience
2 statesRegistered in
$1.3BFirm assets
8 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 assets

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.

  1. Salomon and LudwinMay 2026 to now
  2. Heritage Wealth AdvisorsMar 2024 to May 2026
  3. Nasdaq, IncAug 2020 to Jan 2024
  4. Nasdaq Dorsey WrightSep 2011 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Salomon and Ludwin

Legal name: Salomon and Ludwin, LLC

$1.3BAssets managed
459Clients
6Advisers
8 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
5981851
Firm CRD
292456
Advisor's SEC record (opens in a new tab)
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