Sara Turner has been an investment adviser representative at Aurdan Capital Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Sara Turner holds a Bachelor of Science in Finance from Drexel University.
Aurdan Capital Management, LLC is a Wayne, PA firm with $526M under management, 423 clients and 6 advisers in one office, as of its March 2026 filing.
Sara Turner is Director of Wealth Planning of Aurdan Capital Management. She has more than 15 years of experience in the wealth management industry, designing and implementing wealth strategies. Before joining Aurdan she was an Executive Planning Consultant at Fidelity, and she held wealth planning and trust advisory roles at Brown Brothers Harriman & Co. and The Haverford Trust Company.
Sara Turner’s longest registration was 4 years at Haverford Financial Services, Inc. (2010–2015). Before joining Aurdan Capital Management in 2025, Sara Turner was registered through Fidelity Personal and Workplace Advisors and Haverford Financial Services, Inc.
- – present · 1 yearWayne, PA · Adviser representative · Firm CRD 330304
- Fidelity Personal and Workplace Advisors– · 2 yearsMillburn, NJ · Adviser representative · Firm CRD 288590
- Haverford Financial Services, Inc.– · 2 yearsRadnor, PA · Adviser representative · Firm CRD 130007
- White Lighthouse Investment Management, Inc.– · under a yearLexington, MA · Adviser representative · Firm CRD 108030
- Hoover Financial Advisors, P.C.– · 1 yearMalvern, PA · Adviser representative · Firm CRD 133979
- Haverford Financial Services, Inc.– · 4 yearsRadnor, PA · Adviser representative · Firm CRD 130007
Professional designations
Listed by Aurdan Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sara Turner is registered as an investment adviser representative in Pennsylvania, since May 2025.
- PennsylvaniaSince 1 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 2022 |
| Series 7TO | General Securities Representative Examination | 4 April 2022 |
| SIE | Securities Industry Essentials Examination | 19 January 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sara Alyssa Turner
- CRD
- 5762941
- Firm
- Aurdan Capital Management · CRD 330304
- Office
- 1550 LIBERTY RIDGE DRIVE, SUITE 280, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aurdancapital.com
Where does Sara Turner work?
Sara Turner is an investment adviser representative registered through Aurdan Capital Management, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sara Turner a financial advisor?
Yes. Sara Turner has a current investment-adviser registration in Pennsylvania, through Aurdan Capital Management since May 2025.
How many years of experience does Sara Turner have?
Sara Turner has 13 years in the financial industry, since June 2013, across 5 adviser firms.
What exams has Sara Turner passed?
Sara Turner has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in October 2010.
Where did Sara Turner work before Aurdan Capital Management?
Before Aurdan Capital Management, Sara Turner was registered through Fidelity Personal and Workplace Advisors, May 2022 to February 2025; Haverford Financial Services, Inc., April 2017 to March 2020; White Lighthouse Investment Management, Inc., January 2017 to March 2017; Hoover Financial Advisors, P.C., March 2015 to November 2016; Haverford Financial Services, Inc., November 2010 to January 2015.
Where is Sara Turner based?
Sara Turner’s registered office is in Wayne, PA.
Is Sara Turner registered with FINRA?
No. Sara Turner has no current broker registration.
Is Sara Turner a CFP?
Aurdan Capital Management lists Sara Turner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Sara Turner, CFP ®, CTFA biography, aurdancapital.com
How can I verify Sara Turner’s record?
Search CRD 5762941 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sara Turner’s full registration record.
- Kelly ChristopherChief Compliance Officer
Eric HildenbrandCo-Owner- Steven MillsCo-Owner
- Robert StilesCo-Owner