Sarah
Collier
John G. Ullman & Associates, Inc
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About this Advisor
Sarah Collier is a financial advisor based in Horseheads, New York, working with John G. Ullman & Associates, Inc. Sarah has previously held positions at John G. Ullman & Associates, Inc, Harris-Pero Legal Counsel, Pllc, Nys Department Of Agriculture, The Wright Firm, Law Office Of Stephen Buckley, Law Office Of Lynne Papazian, Nys Office Of The Attorney General, Olive Garden, and Albany Law School. Sarah has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Sarah is part of John G. Ullman & Associates, Inc, which operates three offices and employs 63 individuals. The firm manages $1.4 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John G. Ullman & Associates, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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John G. Ullman & Associates, Inc Brokerage Details
$1,360,062,953
63
2,835
$479,740
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sarah Collier Work History
John G. Ullman & Associates, Inc
Harris-Pero Legal Counsel, Pllc
Nys Department Of Agriculture
The Wright Firm
Law Office Of Stephen Buckley
Law Office Of Lynne Papazian
Nys Office Of The Attorney General
Albany Law School
Olive Garden
Disclosures
Please visit the SEC profile of Sarah Collier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at John G. Ullman & Associates, Inc
Horseheads, NY
Horseheads, NY
Horseheads, NY
Rhinebeck, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
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