Sarah Margaret Anderson

Employer firm

The Foundry Financial Group, Inc. CRD 116823

$284M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2020 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2019 → 06/2020
  The Foundry Financial Group
  Laconia, NH
• 03/2018 → 06/2019
  Winnipesaukee Waterfront Management And Maintenance
  Wolfeboro, NH
• 09/2014 → 05/2019
  Gex,Inc
  Atkinson, NH
• 06/2020 → Present
  The Foundry Financial Group, Inc.
  Laconia, NH

Previous Registrations

• 2020-06-09 → 2023-10-09
  Cambridge Investment Research Advisors, Inc.
  Laconia, NH

Other Businesses

Name of other business: Bayview Properties LLC; Is business Investment related: No; Address of other business: PO Box 1194, Wolfeboro, NH 03894; Nature of other business: Real Estate; Your position: Landlord; Title and relationship with other business: Member; Start date of relationship: 09/15/2023; Time devote to other business: 0%

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-09