Sarah Marie Wheeler
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Kestra Investment Services, LLCJun 2020 to Dec 2021
- Potomac Financial ConsultantsJun 2020 to Dec 2021
- Maller Wealth AdvisorsAug 2019 to Jun 2020
- Potomac Financial ConsultantsMay 2019 to Aug 2019
- Towson UniversityAug 2018 to May 2020
- Potomac Financial ConsultantsMay 2018 to Aug 2018
- Student - Towson UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, MA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6963804
- Firm CRD
- 104555