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Sarah Rosemary Valerio

Director Of Client ServicesWilkins Investment Counsel IncCRD 8236487

About Sarah Rosemary Valerio

Sarah Rosemary Valerio is listed as Director Of Client Services at Wilkins Investment Counsel Inc in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wilkins Investment Counsel Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sarah Rosemary Valerio work?

Sarah Rosemary Valerio is listed as Director Of Client Services at Wilkins Investment Counsel Inc on SEC Form ADV.

How much of Wilkins Investment Counsel Inc does Sarah Rosemary Valerio own?

Form ADV reports a beneficial ownership band of Under 5%.

Wilkins Investment Counsel Inc

TitleDirector Of Client Services
OwnershipUnder 5%
Control personYes
Since2025