Sarah Elizabeth Boser

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2016 → Present
  Fox Holdings Inc Dba H&R Block
  Bradford, PA
• 08/2013 → 05/2021
  University Of Pittsburgh At Bradford
  Bradford, PA
• 08/2018 → 05/2021
  Jamestown Community College
  Olean, NY
• 08/2019 → 12/2019
  Norther Pa Regional College
  Bradford, PA
• 05/2019 → 12/2020
  Superuser Technologies
  Bradford, PA
• 01/2022 → 07/2022
  Cetera Advisor Networks
  El Segundo, CA
• 07/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FOX HOLDINGS INC DBA H&R BLOCK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PLANNING START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: OFFICE MANAGER AND MASTER TAX ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PLAN, PREPARE AND ADVICE TAX CLIENTS; 2. NAME OF OTHER BUSINESS: FOX FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: BRADFORD AREA CHRISTIAN ACADEMY INC; INVESTMENT RELATED: NO; ADDRESS: 25 CHAMBERS ST, BRADFORD, PA 16701; NATURE OF BUSINESS: SCHOOL BOARD; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP IN THE GATHERING, ANALYZING AND DISCUSSION OF DECISIONS IN RELATION TO THE SCHOOL DEVELOPMENT COMMITTEE; 5. NAME OF OTHER BUSINESS: FRANCES SHERMAN AUXILIARY TO VFW POST 212; INVESTMENT RELATED: NO; ADDRESS: 94 BARBOUR ST, BRADFORD, PA 16701; NATURE OF BUSINESS: BOARD; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: AUXILIARY MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER AUXILIARY MEMBER;

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Sarah Elizabeth Monger
• Sarah Elizabeth Monger Boser