Sarah McKinnon has been an investment adviser representative at Strategic Advisory Services since September 2026, and is not listed among the firm’s executive officers or direct owners. Sarah McKinnon holds a Master of Business Administration from Southern Methodist University (Cox School of Business), a Bachelor of Science in Economics from Southern Methodist University and a General Course Degree from London School of Economics and Political Science.
Strategic Advisory Services, LLC is a Memphis, TN firm with $201M under management, 254 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Sarah McKinnon is Managing Partner, Wealth Advisor of Strategic Advisory Services, where she leads the firm's Little Rock office. She began on Wall Street in investment banking at Morgan Stanley and later worked in private equity, family office advisory and venture capital. Before joining the firm, she managed portfolios for institutional and high-net-worth clients at the largest Arkansas-based bank.
Sarah McKinnon’s longest registration is the current one, under a year at Strategic Advisory Services since 2026. Before joining Strategic Advisory Services in 2026, Sarah McKinnon was registered through Sowell Management.
- Strategic Advisory ServicesCurrent– present · under a yearLittle Rock, AR · Adviser representative · Firm CRD 287984
- Sowell Management– · under a yearLittle Rock, AR · Adviser representative · Firm CRD 127145
Investment adviser representative registrations
Sarah McKinnon is registered as an investment adviser representative in Arkansas, since September 2026.
- ArkansasSince 24 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 2013 |
| Series 79 | Investment Banking Registered Representative Examination | 11 March 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Sarah Renae McKinnon
- CRD
- 5381924
- Firm
- Strategic Advisory Services · CRD 287984
- Office
- Little Rock, AR
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- saswealthadvisors.com
Where does Sarah McKinnon work?
Sarah McKinnon is an investment adviser representative registered through Strategic Advisory Services, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sarah McKinnon a financial advisor?
Yes. Sarah McKinnon has a current investment-adviser registration in Arkansas, through Strategic Advisory Services since September 2026.
How many years of experience does Sarah McKinnon have?
Sarah McKinnon has 0 years in the financial industry, since September 2026, across 2 adviser firms.
What exams has Sarah McKinnon passed?
Sarah McKinnon has passed 3 licensing exams: the Series 79, Series 63 and Series 65. The earliest, the Series 79, was passed in March 2013. FINRA credited Sarah McKinnon with the SIE, which began in October 2018.
Where did Sarah McKinnon work before Strategic Advisory Services?
Before Strategic Advisory Services, Sarah McKinnon was registered through Sowell Management, August 2026 to September 2026.
Where is Sarah McKinnon based?
Sarah McKinnon’s registered office is in Little Rock, AR.
Is Sarah McKinnon registered with FINRA?
No. Sarah McKinnon has no current broker registration.
How can I verify Sarah McKinnon’s record?
Search CRD 5381924 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah McKinnon’s full registration record.