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Sarah Marie Anderson

Slo Money Managers

Atascadero, CA

CRD 7586754

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Employer firm

Slo Money Managers CRD 331617

$165M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Slo Money Managers

4555 El Camino Real Suite I, Atascadero, CA 93422 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-06
  • CA RA
    APPROVED
    Since 2024-08-06

Branch Locations

4555 El Camino Real Suite I, Atascadero, CA 93422 • 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
Money Managers, Inc. Atascadero CA 02/2022 10/2024
Firestone Walker Brewing Company Paso Robles CA 09/2016 02/2022
Santa Cruz Biotechnology, Inc Paso Robles CA 07/2006 05/2017
Slo Money Managers Atascadero CA 07/2024 Present
  • 02/2022 → 10/2024
    Money Managers, Inc.
    Atascadero, CA
  • 09/2016 → 02/2022
    Firestone Walker Brewing Company
    Paso Robles, CA
  • 07/2006 → 05/2017
    Santa Cruz Biotechnology, Inc
    Paso Robles, CA
  • 07/2024 → Present
    Slo Money Managers
    Atascadero, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-24
  • S65 Uniform Investment Adviser Law Examination
    2022-09-24

View on SEC IAPD

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EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KOBATA FINANCIAL

Nearby Investors

Charles Althair Matthews
Sara Rose Hays
COURTNEY MARIE MORROW

Nearby Offices

EDWARD JONES · ATASCADERO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Atascadero, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Atascadero, CA

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