AUMdb
SH

Sharon H Budnik

CRD 723594 Has disclosures

Firms

FirmRoleAs of
Carlyle Wealth Planning, Inc. Registered representative 07/20/2026
The Strategic Financial Alliance, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗