Sarah Rae Cardenas
Investment adviser representative at D.A. Davidson & Co.
12 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- D.A. Davidson & Co.Mar 2026 to now
- D.A. DavidsonDec 2025 to now
- D.A. DavidsonAug 2023 to Nov 2025
- D.A. DavidsonJun 2022 to Jul 2023
- Texas RoadhouseJun 2020 to Apr 2021
- Colectivo Coffee RoastersJun 2019 to Aug 2019
- St. Norbert CollegeAug 2018 to May 2022
- Nanny, IndependentMay 2017 to Aug 2018
- Johnny V's Classic CafeMar 2016 to Apr 2017
- Divine Savior Holy Angels High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7579775
- Firm CRD
- 199