Best Investors Account Sign in
Inactive

Sara Alyssa Turner

Aurdan Capital Management, LLC

Wayne, PA

Claim This Profile
Current Employers
Aurdan Capital Management, Llc

1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-01
  • PA RA
    APPROVED
    Since 2025-05-01

Branch Locations

1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087 • 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
White Lighthouse Investment Management, Inc. Lexington MA 01/2017 03/2017
Homemaker St. Davids PA 03/2016 01/2017
Haverford Financial Services Radnor PA 04/2017 02/2020
Brown Brothers Harriman & Co. Philadelphia PA 03/2020 02/2022
Fidelity Investments Millburn NJ 02/2022 02/2025
Aurdan Capital Mangement, Llc Wayne PA 03/2025 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-22
S65 Uniform Investment Adviser Law Examination 2010-10-29
  • S63 Uniform Securities Agent State Law Examination
    2022-04-22
  • S65 Uniform Investment Adviser Law Examination
    2010-10-29
Designations
Other Names
  • Sara Alyssa Turner
  • Sara A. Finocchiaro
  • Sara Alyssa Finocchiaro
  • Sara Alyssa Turner
  • Sara Alyssa Nelb

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor