Sara M. Wise

Employer firm

Roseman Wagner Wealth Management CRD 148221

$1.54B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → 02/2021
  Nylife Securities Llc
  Roseville, CA
• 02/2021 → 01/2022
  Eagle Strategies Llc
  Roseville, CA
• 01/2022 → Present
  Roseman Wagner Wealth Management
  Rocklin, CA

Previous Registrations

• 2021-02-05 → 2022-01-05
  Eagle Strategies Llc
  Roseville, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-02
• S63 Uniform Securities Agent State Law Examination
  2014-06-26

Other Names

• Sara Browning Mcbride
• Sara Mcbride Boccoleri
• Sara M. Boccoleri
• Sara Mcbride Wise
• Sara M. Smith