Sarah Schwacher

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2018 → 07/2019
  Hondu Ford
  Manheim, PA
• 11/2017 → 07/2018
  Lancaster Toyota
  Lancaster, PA
• 12/2016 → 09/2017
  Amazon Flex
  Seattle, WA
• 09/2016 → 06/2017
  Taylar Development
  Milwaukee, WI
• 05/2016 → 09/2016
  Unemployed
  Milwaukee, WI
• 05/2015 → 05/2016
  Bennett Direct
  Milwaukee, WI
• 08/2019 → 11/2021
  Equitable Advisors, Llc/Axa Advisors Llc
  New York, NY
• 02/2022 → 03/2024
  Mml Investors Services, Llc
  Lancaster, PA
• 04/2022 → 03/2024
  Mass Mutual Insurance Company
  Lancaster, PA
• 09/2017 → 11/2017
  Unemployed
  Lancaster, PA
• 11/2021 → 02/2022
  Unemployed
  Dover, PA
• 08/2024 → 10/2024
  Fort Pitt Capital Group Llc
  Pittsburgh, PA
• 03/2024 → 08/2024
  Unemployed
  Dover, PA
• 11/2024 → 12/2024
  Kovitz Investment Group Partners, Llc
  Pittsburgh, PA
• 02/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2024 → 02/2025
  Unemployed
  Dover, PA
• 05/2018 → 10/2019
  Csu - Global Campus
  Greenwich Village, CO

Previous Registrations

• 2024-11-05 → 2024-12-12
  Northcoast Asset Management Llc
  Harrisburg, PA
• 2024-08-07 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Harrisburg, PA
  Pittsburgh, PA
• 2022-06-14 → 2024-03-28
  Mml Investors Services, Llc
  Lancaster, PA
• 2020-11-03 → 2021-12-14
  Equitable Advisors, Llc
  Lancaster, PA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 2. KCA WEALTH MANAGEMENT LLC, 3806 Market Street, Suite 1, Camp Hill PA 17011, United States, 02/18/2025, W2 Employee, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2020-10-28

Other Names

• Sarah L. Schwacher
• Sarah Lyn Schwacher
• Sarah Lynn Schwacher
• Sarah Lynn Ulrich