SR
Sara Ruotsala
from Atlantic Private Wealth, LLC
Sara Ruotsala is a financial advisor based in North Carolina, Chapel Hill,
with 23 years of experience. Sara currently works for
Atlantic Private Wealth, LLC.
Sara maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sara Ruotsala works at Atlantic Private Wealth, LLC
Atlantic Private Wealth, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $575,542,325 of assets under management and employs about 5 people. Atlantic Private Wealth, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
22 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
308 West Rosemary Street, Suite 301, Chapel Hill, North Carolina, 27516
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