Sarah
Mclaughlin
Wilmington Trust Investment Advisors, Inc
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About this Advisor
Sarah Mclaughlin is a financial advisor based in Wilmington, Delaware, working with Wilmington Trust Investment Advisors, Inc. Sarah has previously held positions at Wall Street Financial Group, Inc, M & T Bank, and M & T Securities. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Sarah is part of Wilmington Trust Investment Advisors, Inc, which operates out of Wilmington, Delaware. The firm has 16 offices and 137 employees. The firm manages assets totaling $16.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Wilmington Trust Investment Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wilmington Trust Investment Advisors, Inc Brokerage Details
$16,496,928,966
137
3,487
$4,730,980
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Sarah Mclaughlin Work History
M & T Bank
M & T Securities
Wall Street Financial Group, Inc
Disclosures
Please visit the SEC profile of Sarah Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wilmington Trust Investment Advisors, Inc
Boston, MA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Baltimore, MD
Baltimore, MD
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