Sara Faurer
Investment adviser representative at Ellevest
10 yearsExperience
3 statesRegistered in
$1.1BFirm assets
11 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- EllevestApr 2024 to now
- Goldman Sachs & Co. LLCJul 2018 to Apr 2024
- Goldman SachsJun 2017 to Aug 2017
- University of MichiganJul 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, NY, TX).
Ellevest
Legal name: Ellevest, Inc.
$1.1BAssets managed
471Clients
12Advisers
11 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
- 6823824
- Firm CRD
- 175476