Sabrina Connolly
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJul 2026 to now
- Crozer-keystone Health System, Inc.May 2019 to Jan 2021
- The Vanguard Group, Inc.Aug 2018 to Jul 2026
- Vanguard Marketing CorporationAug 2018 to Jul 2026
- Aramark Corporation At Thomas Jefferson University HospitalMay 2017 to Aug 2017
- Healthplex Sports ClubMay 2016 to Aug 2017
- The Pennsylvania State UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 6996964
- Firm CRD
- 104555