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.
- Salomon and LudwinMay 2026 to now
- Heritage Wealth AdvisorsMar 2024 to May 2026
- Nasdaq, IncAug 2020 to Jan 2024
- 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