Sarah Catherine Herndon

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Orlando, FL
• 06/2017 → 08/2017
  Van Der Meer Tennis Academy
  Hilton Head, SC
• 06/2018 → 08/2018
  Van Der Meer Tennis Academy
  Hilton Head, SC
• 08/2015 → 05/2019
  Hofstra University
  Hempstead, NY

Other Businesses

SCH CONSULTANTS, LLC; NOT INV. RELATED; ORLANDO,FL; 100% OWNERSHIP; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 224; NUMBER OF HOURS DURING TRADING 6.5; CONSULTING FIRM. SC CAPITAL PARTNERS LLC ; INV RELATED;ORLANDO,FL; 100% OWNERSHIP; START DATE: 02/28/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2021-03-28

Designations

• Certified Financial Planner

Other Names

• Sarah Herndon