Sarah Wylde has been an investment adviser representative at Ferguson Shapiro since August 2020, and is not listed among the firm’s executive officers or direct owners. Sarah Wylde holds a Dual degree in Accounting and Behavioral Science and Human Resource Management from Oglethorpe University.
Ferguson Shapiro LLC is a Decatur, GA firm with $415M under management, 332 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Sarah Wylde is Director of Financial Planning and Tax of Ferguson Shapiro. She joined Ferguson Shapiro in April 2019 as Director of Financial Planning and has used her tax experience to help clients keep up with tax changes. Before joining the firm, she worked as an audit associate at CohnReznick, a tax associate at BMMP and an inspection analyst at the PCAOB.
- Ferguson Shapiro LLCCurrent– present · 6 yearsDecatur, GA · Adviser representative · Firm CRD 297555
Professional designations
Listed by Ferguson Shapiro
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Sarah Wylde is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is California, in February 2022.
- CaliforniaSince 1 February 2022
- GeorgiaSince 24 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Jane Wylde
- CRD
- 7095102
- Firm
- Ferguson Shapiro · CRD 297555
- Office
- 120 N CANDLER ST, #2, Decatur, GA 30030
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fergusonshapiro.com
Where does Sarah Wylde work?
Sarah Wylde is an investment adviser representative registered through Ferguson Shapiro LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Wylde a financial advisor?
Yes. Sarah Wylde has a current investment-adviser registration in California and Georgia, through Ferguson Shapiro since August 2020.
How many years of experience does Sarah Wylde have?
Sarah Wylde has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Sarah Wylde passed?
Sarah Wylde passed the Series 65 in August 2020.
Where is Sarah Wylde based?
Sarah Wylde’s registered office is in Decatur, GA.
Is Sarah Wylde registered with FINRA?
No. Sarah Wylde has no current broker registration.
Is Sarah Wylde a CFP?
Ferguson Shapiro lists Sarah Wylde with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sarah Wylde’s record?
Search CRD 7095102 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Wylde’s full registration record.
