Sara Alyssa Turner

Employer firm

Aurdan Capital Management, LLC CRD 330304

$526M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2017 → 03/2017
  White Lighthouse Investment Management, Inc.
  Lexington, MA
• 03/2016 → 01/2017
  Homemaker
  St. Davids, PA
• 04/2017 → 02/2020
  Haverford Financial Services
  Radnor, PA
• 03/2020 → 02/2022
  Brown Brothers Harriman & Co.
  Philadelphia, PA
• 02/2022 → 02/2025
  Fidelity Investments
  Millburn, NJ
• 03/2025 → Present
  Aurdan Capital Mangement, Llc
  Wayne, PA

Previous Registrations

• 2022-05-04 → 2025-02-25
  Fidelity Personal And Workplace Advisors
  Millburn, NJ
• 2017-04-24 → 2020-03-03
  Haverford Financial Services, Inc.
  Radnor, PA
• 2017-01-18 → 2017-03-30
  White Lighthouse Investment Management, Inc.
  Lexington, MA
• 2015-03-04 → 2016-11-02
  Hoover Financial Advisors, Inc.
  Malvern, PA
• 2010-11-01 → 2015-01-23
  Haverford Financial Services, Inc.
  Radnor, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-22
• S65 Uniform Investment Adviser Law Examination
  2010-10-29

Designations

• Certified Financial Planner

Other Names

• Sara Alyssa Turner
• Sara A. Finocchiaro
• Sara Alyssa Finocchiaro
• Sara Alyssa Turner
• Sara Alyssa Nelb