Sara Reals has been an investment adviser representative at Greenleaf Financial Network since February 2018, and is not listed among the firm’s executive officers or direct owners.
Greenleaf Financial Network, LLC is a firm with $124M under management, 189 clients and 11 advisers across 10 offices, as of its August 2026 filing.
Sara Reals’ longest registration is the current one, 8 years at Greenleaf Financial Network since 2018. Before joining Greenleaf Financial Network in 2018, Sara Reals was registered through First Citizens Investor Services, Inc. and Verity Asset Management.
- – present · 8 yearsSchenectady, NY · Adviser representative · Firm CRD 284165
- First Citizens Investor Services, Inc.– · 2 yearsChristiansburg, VA · Adviser representative · Firm CRD 44430
- Verity Asset Management– · under a yearBlacksburg, VA · Adviser representative · Firm CRD 158667
- VSR Advisory Services– · 2 yearsBlacksburg, VA · Adviser representative · Firm CRD 14503
Investment adviser representative registrations
Sara Reals is registered as an investment adviser representative in New York, since June 2026.
- New YorkSince 29 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 March 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 February 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 January 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sara Magdalene Reals
- CRD
- 4615266
- Firm
- Greenleaf Financial Network · CRD 284165
- Office
- Schenectady, NY
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Sara Reals work?
Sara Reals is an investment adviser representative registered through Greenleaf Financial Network, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Sara Reals a financial advisor?
Yes. Sara Reals has a current investment-adviser registration in New York, through Greenleaf Financial Network since February 2018.
How many years of experience does Sara Reals have?
Sara Reals has 23 years in the financial industry, since October 2003, across 4 adviser firms.
What exams has Sara Reals passed?
Sara Reals has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in January 2003. FINRA credited Sara Reals with the SIE, which began in October 2018.
Where did Sara Reals work before Greenleaf Financial Network?
Before Greenleaf Financial Network, Sara Reals was registered through First Citizens Investor Services, Inc., October 2014 to October 2017; Verity Asset Management, August 2014 to November 2014; VSR Advisory Services, May 2011 to May 2014.
Where is Sara Reals based?
Sara Reals’ registered office is in Schenectady, NY.
Is Sara Reals registered with FINRA?
No. Sara Reals has no current broker registration.
How can I verify Sara Reals’ record?
Search CRD 4615266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sara Reals’ full registration record.