Sarah Anderson has been an investment adviser representative at Paul & Co. Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners.
Paul & Co. Wealth Management, Inc. is an Atascadero, CA firm with $165M under management, 148 clients and 2 advisers in one office, as of its January 2026 filing.
Sarah Anderson’s longest registration is the current one, 2 years at Paul & Co. Wealth Management since 2024. Before joining Paul & Co. Wealth Management in 2024, Sarah Anderson was registered through Money Managers, Inc.
- Slo Money ManagersCurrent– present · 2 yearsAtascadero, CA · Adviser representative · Firm CRD 331617
- Money Managers, Inc.– · 2 yearsAtascadero, CA · Adviser representative · Firm CRD 151602
Investment adviser representative registrations
Sarah Anderson is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 6 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Marie Anderson
- CRD
- 7586754
- Firm
- Paul & Co. Wealth Management · CRD 331617
- Office
- 4555 EL CAMINO REAL, SUITE I, Atascadero, CA 93422
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Anderson work?
Sarah Anderson is an investment adviser representative registered through Paul & Co. Wealth Management, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Anderson a financial advisor?
Yes. Sarah Anderson has a current investment-adviser registration in California, through Paul & Co. Wealth Management since August 2024.
How many years of experience does Sarah Anderson have?
Sarah Anderson has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Sarah Anderson passed?
Sarah Anderson passed the Series 65 in September 2022.
Where is Sarah Anderson based?
Sarah Anderson’s registered office is in Atascadero, CA.
Is Sarah Anderson registered with FINRA?
No. Sarah Anderson has no current broker registration.
How can I verify Sarah Anderson’s record?
Search CRD 7586754 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Anderson’s full registration record.