Sarah Marie Anderson
Investment adviser representative at Slo Money Managers
20 yearsExperience
1 stateRegistered in
$164.7MFirm assets
2 yearsFirm in business
Are you Sarah Marie Anderson? 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 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
Experience
20 years in the industry.
- Slo Money ManagersJul 2024 to now
- Money Managers, Inc.Feb 2022 to Oct 2024
- Firestone Walker Brewing CompanySep 2016 to Feb 2022
- Santa Cruz Biotechnology, IncJul 2006 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Slo Money Managers
Legal name: Paul & Co. Wealth Management, Inc.
$164.7MAssets managed
148Clients
2Advisers
2 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
- 7586754
- Firm CRD
- 331617