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Sarah S Trippe

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stuart, FL

Charleston, WV

Lexington, KY

Evansville, IN

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-02-20
IN RA APPROVED 2026-02-13
TX RA APPROVED 2026-02-13
KY RA APPROVED 2026-02-11
  • WV RA
    APPROVED
    Since 2026-02-20
  • IN RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-13
  • KY RA
    APPROVED
    Since 2026-02-11

Branch Locations

2301 Se Monterey Rd, Stuart, FL 34996 • United States

500 Lee St E, Charleston, WV 25301 • United States

300 W Vine St, Lexington, KY 40507 • United States

7300 Eagle Crest Blvd, Evansville, IN 47715 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 05/2013 05/2025
Rockefeller Financial Llc Cincinnati OH 05/2025 12/2025
Rockefeller Capital Management Cincinnati OH 05/2025 12/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-22
S63 Uniform Securities Agent State Law Examination 2014-08-18
  • S65 Uniform Investment Adviser Law Examination
    2014-09-22
  • S63 Uniform Securities Agent State Law Examination
    2014-08-18
Other Names
  • Sarah Schuyler Young
  • Sarah Young Sims
  • Sarah Schuyler Trippe

View on SEC IAPD

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Other Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

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