SS
Sarah Serling Clapp
CRD 5884280
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Charter Oak Capital Management, Llc | Registered representative | 07/20/2026 |
| Mercer Global Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Charter Oak Capital Management, Llc
Partner · 5% – 10% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗