Sarah Katherine Browne
Investment adviser representative at Foster & Motley Inc
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Foster & Motley, Inc.Oct 2021 to now
- F/m Acceleration, LLCJul 2020 to Oct 2021
- F/m Investments, LLCJul 2020 to Oct 2021
- Ross, Sinclaire & AssociatesMar 2019 to Jul 2020
- UnemployedDec 2018 to Mar 2019
- Clear Arc Capital, Inc.Jun 2013 to Dec 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Foster & Motley Inc
Legal name: Foster & Motley, Inc.
$2.9BAssets managed
926Clients
29Advisers
29 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
- 7093954
- Firm CRD
- 106905