Sarah Slattery
Piecapital · Raleigh, North Carolina
Sarah Slattery is a fee-only financial advisor at Piecapital in Raleigh, North Carolina, who holds the CFP credential. Piecapital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Piecapital |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $69.0M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC · CRD 4661120 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.piecapital.com |
How Sarah's firm compares
- Piecapital's average account is about $784,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Sarah
Is Sarah Slattery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah holds no broker registration, and Piecapital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sarah charge for financial advice?
Sarah's firm, Piecapital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Slattery based?
Sarah Slattery is based in Raleigh, North Carolina.
What credentials does Sarah Slattery hold?
Sarah Slattery holds the CFP credential.
Is Sarah Slattery registered with the SEC?
Yes. Sarah Slattery is registered as an investment adviser representative in DC (CRD 4661120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Piecapital manage?
Piecapital reports $69.0M across 88 accounts in assets under management.
How do I contact Sarah Slattery?
Through Sarah's website, www.piecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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