Adviser and broker representative · Stifel, Nicolaus & Company, Incorporated
Sarah S. Tallent
CRD 6354323 · Crown Point, IN
At a glance
Sarah S. Tallent is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Crown Point, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2014, about 12 years ago. Sarah is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Stifel, Nicolaus & Company, IncorporatedSince February 2017Crown Point, IN · $198B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- 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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Stifel, Nicolaus & Company, Incorporated
- Laura M. BertagnolliCrown Point
- Kyle J. BorkowskiCrown Point · Certified Financial Planner
- Elizabeth A. CookeCrown Point
- Larry C. GulottaCrown Point
- Shelly A. HowardCrown Point
- Kent R. HuntoonCrown Point
- Nathan L. KarrasCrown Point
- Joseph A. LauerCrown Point · Certified Financial Planner
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