Best Investors Account Sign in
Inactive

Sarah Lyn Mcgee Gassert

Equity Management Group

Santa Rosa Valley, CA

Valley Center, CA

CRD 8132043

Claim This Profile
Employer firm

Equity Management Group CRD 105632

$67.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Equity Management Group

Santa Rosa Valley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-11
  • CA RA
    APPROVED
    Since 2025-08-11

Branch Locations

Santa Rosa Valley, CA • United States

Valley Center, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Management Group Santa Rosa Valley CA 08/2013 Present
Dav Energy Solutions San Diego CA 03/2019 09/2021
  • 08/2013 → Present
    Equity Management Group
    Santa Rosa Valley, CA
  • 03/2019 → 09/2021
    Dav Energy Solutions
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11

View on SEC IAPD

More in Santa Rosa Valley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor