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Sara Kermenski

Advisor at Cambridge Investment Research Advisors

Updated today
Cambridge Investment Research Advisors logo

Firm

Cambridge Investment Research Advisors

Location

Marlboro, VT

Credentials

Series 63, Series 65

Industry experience

14 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services, specific amounts not clearly stated.

Commissions

Financial Professionals may earn commissions as Registered Representatives of Cambridge for brokerage transactions.

Project-based

Hourly fees may be charged for financial planning and consulting services, specific rates not clearly stated.

Work history

Cambridge Investment Research Advisors Inc

2011 - Present (15 years)

Cambridge Investment Research, inc

2011 - Present (15 years)

The Richards Group

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Amy F

Series 66

Brattleboro, VT

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Spencer A

CFP®, Series 66

Brattleboro, VT

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Andrew G

Series 66

Brattleboro, VT

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused

Ana S

Series 63, Series 66

Brattleboro, VT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management

Joshua R

Series 66

Brattleboro, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance

Arisleyda R

Series 63, Series 65, Series 66

Whittingham, VT

Merrill

Arisleyda Riehl is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on helping clients navigate complex financial landscapes to achieve their personal and family goals. With a career that began in 1994 following an internship during graduate school, she brings extensive experience in wealth management, particularly in guiding individuals and couples through the challenges of new wealth and liquidity events. Arisleyda holds a bachelor's degree in Finance from the State University of New York at Old Westbury and an M.B.A. in International Business from Hofstra University's Zarb School of Business. She has earned multiple professional credentials, including the Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA) designations. She is also registered with FINRA Series 7, 9, 10, 31, and 66 licenses, and holds life, health, and long-term care insurance licenses. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and lives in Norwalk, Connecticut with her husband. She is actively involved in her community, volunteering with organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University. Her personal interests include golf, skiing, cooking, and spending time with her family.

Wealth management Retirement income strategy Inherited wealth ESG / Sustainable investing Women Professionals Approaching retirement Values-based investing
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