Sara Alexis Yarosz
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 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
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Morton's the SteakhouseOct 2025 to now
- &partnersNov 2024 to Jul 2026
- Franklin UniversityAug 2024 to Sep 2025
- Wells Fargo AdvisorsAug 2024 to Nov 2024
- Karageorge Wealth Management (raymond James)Jan 2022 to Jul 2024
- Northwestern MutualAug 2021 to Dec 2021
- Ohio UniversityAug 2019 to Apr 2022
- Toronto High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7409024
- Firm CRD
- 6413