# SARA JEAN ZUCKERMAN

SARA JEAN ZUCKERMAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with RESET FINANCIAL PLANNING LLC, NECTARINE FINANCIAL, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NECTARINE FINANCIAL, INC.](https://search.stillhousedata.com/firm/327155) | 2024-04-11 | present | Yes |
| [RESET FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/324322) | 2023-07-27 | present | Yes |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2021-08-19 | 2023-07-05 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2019-02-25 | 2021-06-01 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2017-12-21 | 2019-01-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5052295)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5052295.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.