Sara Kathleen Wynne
Investment Adviser Representative at Private Advisor Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sara Kathleen Wynne is an investment adviser representative with Private Advisor Group, LLC in Bellingham, WA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Mariner Advisor Network. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MultiGen Wealth ServicesNov 2023 – no end date reportedAnacortes, WA
- Helion EnergyAug 2022 – Nov 2023Everett, WA
- Ace HardwareMay 2020 – Aug 2020Lake Stevens, WA
- Skyhawks Sports AcademyJun 2019 – Aug 2019Lynwood, WA
- Lake Stevens High SchoolJun 2015 – Jun 2018Lake Stevens, WA
- Towson UniversityJun 2018 – May 2020Towson, MD
- Boise State UniversityJun 2020 – May 2022Boise, ID
- UnemployedMay 2022 – Aug 2022Lake Stevens, WA
- LPL Financial LLCDec 2023 – no end date reportedBellingham, WA
- Mariner Independent Advisor NetworkAug 2025 – Jul 2026Overland Park, KS
- Private Advisor Group, LLCJun 2026 – no end date reportedMorristown, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Private Advisor Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 792
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Morristown, NJ
- SEC file number:
- 801-72060
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Private Advisor Group, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sara Kathleen Wynne has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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