Sarah
Mclaughlin

Wilmington Trust Investment Advisors, Inc

CRD#5074625
Investment Advisor
in Wilmington, DE

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About this Advisor

Sarah Mclaughlin is a financial advisor who works out of Wilmington, Delaware. Mclaughlin works at Wilmington Trust Investment Advisors, Inc. Throughout their career, Mclaughlin has worked at Wall Street Financial Group, Inc, M & T Bank and M & T Securities. Mclaughlin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Wilmington Trust Investment Advisors, Inc is a financial advisory firm that has its headquarters in Wilmington, DE. It has offices in 16 locations and a total of 127 financial advisors. It handles $17 billion in total assets between its 3,376 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 46 charities and foundations. Of its 3,376 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wilmington Trust Investment Advisors, Inc offers a broad range of services, such as 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. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types charged by Wilmington Trust Investment Advisors, Inc most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Wilmington Trust Center 1100 North Market Street
Wilmington, DE 19890-0001

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Wilmington Trust Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$16,488,434,237

DE Average: $20,326,190,483
Total Number of Employees

127

DE Average: 53
Total Number of Accounts

3,376

DE Average: 624
Average Account Size

$4,884,015

DE Average: $32,574,023

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

Sarah has been registered as a financial advisor for 0 years.*

2016 - Present (8 years)

M & T Bank

2016 - Present (8 years)

M & T Securities

2005 - 2016 (11 years)

Wall Street Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Anthony Roth
Wilmington, DE
Wilson Yi
Wilmington, DE
Camilla Merrick
Wilmington, DE
Morgan Mohrman
Boston, MA
Mark Alberta
Wilmington, DE
Christopher Sporcic
Wilmington, DE
Eric Taylor
Binghamton, NY
Gregory Timeranko
Wilmington, DE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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