Sara Noelle Witt

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2015 → 12/2018
  Raymond James And Associates
  St. Petersburg, FL
• 12/2018 → 09/2019
  Lion Street Financial
  Austin, TX
• 12/2018 → 09/2019
  Csenge Advisory Group
  Clearwater, FL
• 12/2018 → 09/2019
  Csenge Advisory Group, Llc
  Clearwater, FL
• 09/2019 → Present
  Raymond James And Associates
  Gray, TN

Previous Registrations

• 2019-02-07 → 2019-09-05
  Csenge Advisory Group, Llc
  Clearwater, FL
• 2016-01-04 → 2018-12-20
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2014-07-14 → 2015-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-09
• S63 Uniform Securities Agent State Law Examination
  2013-12-09

Other Names

• Sara Noelle Zampell
• Sara Zampell
• Sara N Zampell