Sarah Lee Delahanty

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 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

• 01/2011 → Present
  Sym Financial Advisors
  Midland, MI

Other Businesses

Business: Saginaw Valley State University Foundation - Investment-related: Yes - Business Address: 7400 Bay Rd, University Center, MI 48604 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 12/1/2015 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 8 hours/year - Duties: Attend Board meetings and investment committee meetings.

Designations

• Certified Financial Planner