Sarah Mouser

Current Employers

Employment History

• 06/2014 → 02/2025
  Cassaday & Co, Inc
  Mclean, VA
• 02/2025 → 04/2026
  Verdence Capital Advisors Llc
  Hunt Valley, MD
• 04/2026 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2025-03-03 → 2026-04-08
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
  Alexandria, VA
• 2023-06-23 → 2025-02-10
  Cassaday & Company, Inc.
  Mclean, VA
• 2012-06-30 → 2014-07-11
  Savant Wealth Management
  Mclean, VA
  Rockford, IL
• 2011-03-14 → 2011-08-16
  Sagevest Wealth Management
  Mclean, VA
• 2007-06-04 → 2011-02-28
  Ameriprise Financial Services, Llc
  Glen Allen , VA
  Glen Allen, VA

Other Businesses

Name of Business: Rental Property Investment Related: Y - Real Estate Address of Business: 9008 Silverbush Drive, Richmond, VA Nature of Business: Rental property, managed by outside company Dominion Property Management Position: Property owner Start of relationship: 3/1/2011 Number hours devoted annually: 20 Number hours devoted during trading hours: 0 Duties: Owner of rental property which is managed by outside company ///////////////////////////// Name of Business: Inspire Fitness and Wellness Investment Related: N Address of Business: 255 Village Parkway Ste 510, Marietta, GA Nature of Business: Fitness center Position: Certified Barre fitness instructor Start of relationship: 1/1/2022 Number hours devoted annually: 12 hrs p/month Number hours devoted during trading hours: 0 Duties: Virtual and in person fitness instructor //////////////////////////////////// Name of Business: Virginia Tech Financial Planning and Wealth Management Advisory Investment Related: Y Address of Business: 925 Prices Fork Rd Blacksburg, VA 24061 Nature of Business: Advisory board undergraduate financial planning concentration Position: Career Preparation Director on Workforce Development Committee Start of relationship: 1/2/2024 Number hours devoted annually: 4 hrs p/month Number hours devoted during trading hours: 0 Duties: Advise on career preparation within the financial planning industry ///////////////////////////////////// Name of Business: George Mason University Financial Planning and Wealth Management Advisory Board Investment Related: Y Address of Business: 8444 Westpark Dr. #900, Tysons, VA 22102 Nature of Business: Advisory board undergraduate financial planning concentration Position: Board Member Start of relationship: 7/1/2025 Number hours devoted annually: 4 hrs p/month Number hours devoted during trading hours: 0 Duties: Advisory Board member for undergraduate financial planning concentration ////////////////////////////// Name of Business: National Association of Personal Financial Advisors Investment Related: Y Address of Business: 8700 W Bryn Mawr Ave Ste 700N, Chicago, IL 60631 Nature of Business: Industry education/affiliation Position: Chair of the Online Education Committee Start of relationship: 1/1/2026 Number hours devoted annually: 5 hrs p/month Number hours devoted during trading hours: 2 Duties: To ensure that the organization's educational initiatives are of the highest quality, relevant, and align with the strategic goals of NAPFA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-01
• S66 Uniform Combined State Law Examination
  2004-04-08

Designations

Other Names

• Sarah G. Boyd
• Sarah Grace Boyd
• Sarah Grace Mouser