Sara
Motusesky
Macquarie Investment Management Business Trust
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About this Advisor
Sara Motusesky is a financial advisor working out of Philadelphia, Pennsylvania. Motusesky is currently employed by Macquarie Investment Management Business Trust. During their career, the advisor has held roles at New York Life, Student, Playa Bowls, Delaware Distributors, L.P and Macquarie Investment Management Business Trust. Motusesky has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Macquarie Investment Management Business Trust is a registered investment company operating out of Philadelphia, PA. It has offices in four locations and a total of 628 people on staff. It handles $236 billion in assets across its 454 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 454 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. Macquarie Investment Management Business Trust offers a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually are based on the type of services offered. However, fees billed by Macquarie Investment Management Business Trust can include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$236,026,994,245
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
628
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
454
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$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sara Motusesky Work History
Sara has been registered as a financial advisor for 0 years.*
Delaware Distributors, L.P
Macquarie Investment Management Business Trust
New York Life
Playa Bowls
Playa Bowls
Playa Bowls
Student
*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 Sara Motusesky 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 Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Leawood, KS
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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