J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
3yrs
Sarah Mudd
Financial advisor at Merrill
Sarah Mudd has worked in the financial industry for 3 years and is a fiduciary financial advisor based in San Francisco, California. Sarah has been with Merrill since 2024; before that, Sarah spent less than a year at Equitable Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office555 California St, San Francisco, CA 94104
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowMerrillCurrent firm
- Apr 2024 – Oct 2024Equitable Advisors, LLCPreviously
Questions to ask Sarah
Tailored to Sarah’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sarah
How do I contact Sarah?
Call Sarah’s local office at (415) 955-3758 or the Merrill main office at (800) 637-7455, and ask for Sarah Mudd.
How long has Sarah been a financial advisor?
Sarah has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Sarah hold?
Series 66. Tap any license on this page to see what it allows.
Is Sarah a fiduciary?
Sarah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sarah paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sarah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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