Sarah Marie Brodeur
Investment adviser representative at Appleton Partners, Inc.
11 yearsExperience
1 stateRegistered in
$12.6BFirm assets
39 yearsFirm in business
Are you Sarah Marie Brodeur? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- Lucia RistoranteAug 2024 to now
- Appleton Partners, Inc.Apr 2023 to now
- UnemployedJan 2023 to Mar 2023
- Equitable Advisors, LLCJan 2021 to Jan 2023
- EquinoxSep 2018 to Sep 2021
- Joe's American Bar and GrilleMar 2018 to Mar 2020
- Suffolk UniversitySep 2017 to May 2020
- Friday'sJun 2016 to Sep 2017
- Nichols CollegeSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Appleton Partners, Inc.
$12.6BAssets managed
6,112Clients
31Advisers
39 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
- 7326444
- Firm CRD
- 110049