Sarah E Slusher

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 09/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2016 → 12/2018
  Yard House
  Scottsdale, AZ
• 12/2020 → 09/2021
  Charles Schwab Bank Ssb
  Phoenix, AZ
• 09/2021 → 08/2025
  Tiaa
  Phoenix, AZ
• 09/2021 → 08/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
• 09/2025 → Present
  One Capital Management
  Scottsdale, AZ

Previous Registrations

• 2021-10-15 → 2025-08-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
  Phoenix, AZ
• 2020-10-15 → 2021-09-22
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

(1) SARAH SLUSHER HOME POSITION: landlord NATURE: this is my home that i am renting out INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 3904 e sahuaro dr, phoenix AZ 85028, United States DESCRIPTION: owning the house (2) PHOENIX CHILDREN'S ALLIED ADVISORS COUNCIL POSITION: allied advisor council NATURE: be an allied advisor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2025 ADDRESS: 2929 E. Camelback Road, Suite 122, phoenix AZ 85016, United States DESCRIPTION: No personal financial commitment is required. Phoenix Children's respectfully requests participation in securing sponsorships, attending events and advocating for Phoenix Children's as a key partner in philanthropic tax strategies and estate gifts.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-15
• S63 Uniform Securities Agent State Law Examination
  2019-07-18

Other Names

• Sarah Slusher
• Sarah Hale
• Sarah Elizabeth Hale
• Sarah Slusher Hale