Adviser and broker representative · Ameriprise Financial Services, LLC
Sarah S. Mack
CRD 4778499 · Glen Allen, VA
At a glance
Sarah S. Mack is an investment adviser representative with Ameriprise Financial Services, LLC in Glen Allen, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2004, about 22 years ago. Sarah is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Ameriprise Financial Services, LLCSince May 2024Glen Allen, VA · $660B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.