Sarah
Grecco
Column Capital Advisors, LLC
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About this Advisor
Sarah Grecco is a financial advisor based in Indianapolis, Indiana, working with Column Capital Advisors, LLC. Sarah has previously held positions at Charles Schwab & Co., Inc, Walt Disney Corporation, Charles Schwab Bank, Column Capital Advisors, LLC, Capfinancial Partners LLC (Captrust), and Purdue University. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Sarah is part of Column Capital Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 2 offices and 22 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Column Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Column Capital Advisors, LLC Brokerage Details
22
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sarah Grecco Work History
Capfinancial Partners LLC (Captrust)
Column Capital Advisors, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Charles Schwab & Co., Inc
Walt Disney Corporation
Purdue University
Disclosures
Please visit the SEC profile of Sarah Grecco 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 Column Capital Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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