Wade began his financial advisor career in 1987 and became a CERTIFIED FINANCIAL PLANNER® practitioner in March 1992 and an Accredited Investment Fiduciary® (AIF®) in 2009. He is a Registered Representative (FINRA Series 7), is a licensed agent for life, health, and accident insurance, and is an Investment Adviser Representative of Commonwealth Financial Network®. Wade is also a FINRA Registered Securities Principal (FINRA Series 24). He is a graduate of Cornell University.
Wade lives in Canandaigua with his wife, Joscelyne, and they have three sons. He is a member of the Financial Services Institute and serves on several charitable organization boards in his community, including F.F. Thompson Foundation, Inc., and the Canandaigua Lake Watershed Association. He is a past board member of Ontario ARC and was previously the coach of the Canandaigua Academy Ski Team.
Wade Sarkis is proud to have been recognized as a Summit Club advisor for 2023—a distinction based on annual production that places him among the top 18 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.