Sarah Michelle Woehrman

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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

• 08/2010 → 01/2017
  Ameriprise Financial Services, Inc.
  Pleasant Hill, CA
• 01/2017 → 11/2020
  Lincoln Financial Advisors Corporation
  Alamo, CA
• 11/2020 → Present
  Lpl Financial, Llc
  San Ramon, CA
• 11/2020 → 07/2026
  Strategic Wealth Advisors Group, Llc
  San Ramon, CA
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-11-18 → 2026-06-26
  Mariner Advisor Network
  San Ramon, CA
  Ridgefield, WA
• 2017-01-24 → 2020-11-13
  Osaic Fa, Inc.
  Alamo, CA
• 2012-05-15 → 2017-01-26
  Ameriprise Financial Services, Llc
  Walnut Creek, CA

Other Businesses

1. 11/13/2020 - UNIQUE PLANNING - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 3/3/2021 - Unique Planning Insurance Solutions LLC DBA UP Benefits Insurance Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/23/2021 - 5 Hours Per Month During Securities Trading - Selling group benefits. 3. 02/15/2024 - Atlas Pacific Security - Outside/W-2 Employment - Office Assistant - Not Investment Related - Home Based - Start Date 01/05/2024 - 40 Hours Per Month/ 2 Hours During Trading 4. 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-30

Designations

• Certified Financial Planner

Other Names

• Sarah Michelle Croft