Sarah Elizabeth Nisbet
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- The Sausage GuyJun 2019 to Aug 2020
- Pour Coffee and Bagel CoOct 2018 to Aug 2019
- Quincy CollegeSep 2018 to Dec 2020
- Scituate High SchoolSep 2017 to Jun 2018
- Linden PondsSep 2015 to Aug 2019
- Archbishop Williams High SchoolSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7361896
- Firm CRD
- 104555