Sarah Renee Squire

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2019 → Present
  S. Squire Financial Solutions
  North Myrtle Beach, SC
• 01/2017 → 06/2019
  Symmetry Financial Group
  Ashville, NC
• 02/2015 → 12/2016
  Custom Sportswear Inc
  Sewell, NJ
• 05/2014 → 09/2019
  Catch Restaurant And Bar
  Longport, NJ
• 03/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2024-10-09 → 2025-03-24
  Foundations Investment Advisors Llc
  Murrells Inlet, SC
  Phoenix, AZ

Other Businesses

S Squire Financial Solutions; Yes Investment Related; 1000 Sea Mountain Hwy, North Myrtle Beach, SC 29582; Life Insurance/Annuity; Insurance Agent; 09/2019; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Life Insurance and Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15