Sara Brackett has been an investment adviser representative at Johnson & White Wealth Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
Johnson & White Wealth Management LLC is a York, PA firm with $485M under management, 480 clients and 7 advisers in one office, as of its July 2026 filing.
- – present · 2 yearsYork, PA · Adviser representative · Firm CRD 169795
Investment adviser representative registrations
Sara Brackett is registered as an investment adviser representative in Pennsylvania, since July 2024.
- PennsylvaniaSince 22 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sara Robyn Brackett
- CRD
- 7826126
- Firm
- Johnson & White Wealth Management · CRD 169795
- Office
- 224 ST. CHARLES WAY, SUITE 200, York, PA 17402
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Sara Brackett work?
Sara Brackett is an investment adviser representative registered through Johnson & White Wealth Management LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sara Brackett a financial advisor?
Yes. Sara Brackett has a current investment-adviser registration in Pennsylvania, through Johnson & White Wealth Management since July 2024.
How many years of experience does Sara Brackett have?
Sara Brackett has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Sara Brackett passed?
Sara Brackett passed the Series 65 in July 2024.
Where is Sara Brackett based?
Sara Brackett’s registered office is in York, PA.
Is Sara Brackett registered with FINRA?
No. Sara Brackett has no current broker registration.
How can I verify Sara Brackett’s record?
Search CRD 7826126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sara Brackett’s full registration record.
