Sarah Elizabeth Shaw
Investment adviser representative at Veery Capital, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$971.4MFirm 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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Purshe Kaplan Sterling InvestmentsMar 2023 to now
- Veery Capital, LLCFeb 2023 to now
- S.E. Shaw Financial ServicesJul 2006 to now
- Northwestern Mutual Investment Services LLCAug 2022 to Jan 2023
- Northwestern Mutual Life Insurance CompanyAug 2022 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Veery Capital, LLC
$971.4MAssets managed
314Clients
8Advisers
8 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
- 7597315
- Firm CRD
- 298465