Sarah Channing Zoeller
Investment Adviser Representative at Cerity Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sarah Channing Zoeller is an investment adviser representative with Cerity Partners LLC in Louisville, KY, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kentucky.
Registrations & licenses
- Investment adviser:
- Kentucky
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.
- RivelAug 2022 – Aug 2023Westport, CT
- CybereasonMay 2021 – Jul 2022Boston, MA
- Vistra CorpApr 2020 – May 2021Dallas, TX
- EsperionNov 2018 – Apr 2020Ann Arbor, MI
- Louisville MetroNov 2017 – Nov 2018Louisville, KY
- YUM BrandsApr 2014 – Nov 2017Louisville, KY
- Cerity Partners LLCSep 2024 – no end date reportedNew York, NY
- UnemployedSep 2023 – Aug 2024Celina, TX
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cerity Partners 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
- Performance-based fees
- Estimated blended rate
- 0.015
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)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 720
- Offices listed on AdvisorFinder:
- 44
- Main office:
- New York, NY
- SEC file number:
- 801-70719
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at Cerity Partners LLC
Showing 12 of 720 in the directory
Similar advisors in Louisville, KY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Channing Zoeller 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched