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Sarah E Wilson

Marquette Associates, Inc.

West Chester, PA

CRD 3109538

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Employer firm

Marquette Associates, Inc. CRD 118655

$316M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Marquette Associates, Inc.

600 Willowbrook Lane Suite 610, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-02-17
  • PA RA
    APPROVED
    Since 2011-02-17

Branch Locations

600 Willowbrook Lane Suite 610, West Chester, PA 19382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peirce Park Group West Chester PA 11/2010 01/2017
Marquette Associates, Inc. Chicago IL 01/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-16
  • S65 Uniform Investment Adviser Law Examination
    2011-02-16
Other Names
  • Gorr Sarah
  • Sarah Gorr

View on SEC IAPD

Nearby Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC

Nearby Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA

Nearby Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA

More in West Chester, PA

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