JULEE RAE SARTO is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-02 | present | Yes |
| EXECUTIVE WEALTH MANAGEMENT, LLC | 2017-06-02 | 2025-01-21 | — |
| CETERA INVESTMENT ADVISERS LLC | 2014-01-21 | 2017-06-02 | — |
| CETERA INVESTMENT SERVICES LLC | 2006-09-26 | 2014-01-21 | — |