Sarah Margaret Flora
Investment adviser representative at Ae Wealth Management, LLC
4 yearsExperience
1 stateRegistered in
ChFC®Designation
$49.8BFirm 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 assetsHourlyFixed 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
4 years in the industry.
- Ae Wealth Management, LLCJul 2017 to now
- Flora & Dipaula Wealth Partners, Inc.Jun 2017 to now
- Unemployed/starting Up Flora & Dipaula Wealth PartnersMar 2017 to Jun 2017
- Everest Investment Advisors, Inc.Dec 2013 to Mar 2017
- Everest Wealth ManagementDec 2013 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 6289273
- Firm CRD
- 282580