Sarah Lynne Kovalakides
Investment adviser representative at Tepp Wealth Management
11 yearsExperience
1 stateRegistered in
$195.7MFirm assets
1 yearFirm in business
Are you Sarah Lynne Kovalakides? 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
11 years in the industry.
- Tepp Wealth ManagementJan 2025 to now
- UnemployedJul 2024 to Dec 2024
- Jaffe CommunicationsSep 2023 to Jun 2024
- UnemployedJan 2015 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tepp Wealth Management
Legal name: Tepp Ria LLC
$195.7MAssets managed
149Clients
3Advisers
1 yearIn 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
- 8178668
- Firm CRD
- 283899