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Sarah Wilson

Investment adviser representative at 25 in Saint Louis, MO

Investment adviser registrationUpdated

Sarah Wilson is an investment adviser representative at 25, LLC, an investment adviser managing $545M, and works from its Saint Louis, MO office. Sarah Wilson has been registered through 25 since 15 September 2025, has 4 years in the industry across 2 firms and has passed 6 licensing exams.

4
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Sarah Wilson has been an investment adviser representative at 25 since September 2025, and is not listed among the firm’s executive officers or direct owners.

25, LLC is a Saint Louis, MO firm with $545M under management, 505 clients and 8 advisers across 3 offices, as of its May 2026 filing.

Sarah Wilson’s longest registration is the current one, 1 year at 25 since 2025. Before joining 25 in 2025, Sarah Wilson was registered through Charles Schwab & Co., Inc.

  1. – present · 1 year
    Saint Louis, MO · Adviser representative · Firm CRD 317916
  2. Charles Schwab & Co., Inc.
    – · under a year
    St. Louis, MO · Adviser representative · Firm CRD 5393

Credentials and registrations

Investment adviser representative registrations

Sarah Wilson is registered as an investment adviser representative in Missouri, since September 2025.

  • MissouriSince 15 September 2025

Examinations

Series 6616 December 2024
Name
Uniform Combined State Law Examination
Series 1016 October 2023
Name
General Securities Sales Supervisor - General Module Examination
Series 925 August 2023
Name
General Securities Sales Supervisor - Options Module Examination
Series 638 February 2022
Name
Uniform Securities Agent State Law Examination
Series 7TO28 January 2022
Name
General Securities Representative Examination
SIE2 December 2021
Name
Securities Industry Essentials Examination

Key facts

Full name
Sarah Jean Wilson
CRD
7449285
Firm
25 · CRD 317916
Office
135 WEST ADAMS AVENUE, Saint Louis, MO 63122
Registration
Investment adviser registration
In the industry since
March 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sarah Wilson work?

Sarah Wilson is an investment adviser representative registered through 25, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Sarah Wilson a financial advisor?

Yes. Sarah Wilson has a current investment-adviser registration in Missouri, through 25 since September 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Sarah Wilson have?

Sarah Wilson has 4 years in the financial industry, since March 2022, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Sarah Wilson passed?

Sarah Wilson has passed 6 licensing exams: the SIE, Series 7TO, Series 63, Series 9, Series 10 and Series 66. The earliest, the SIE, was passed in December 2021.

Source: IAPD individual record, checked 24 October 2026

Where did Sarah Wilson work before 25?

Before 25, Sarah Wilson was registered through Charles Schwab & Co., Inc., December 2024 to July 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Sarah Wilson based?

Sarah Wilson’s registered office is in Saint Louis, MO.

Source: IAPD individual record, checked 24 October 2026

Is Sarah Wilson registered with FINRA?

No. Sarah Wilson has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Sarah Wilson’s record?

Search CRD 7449285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Wilson’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at 25

Sources

  1. IAPD individual record, CRD 7449285, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of 25, LLC, filed 19 May 2026. Executive officers and direct owners; this person is not among them.