Sawyer D'amato
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Brothers Sports Bar and GrilleSep 2021 to Oct 2021
- University of Hartford Student Government AssociationJul 2019 to Jul 2020
- AramarkOct 2018 to May 2021
- Red Caps Orientation LeadersJun 2018 to Oct 2020
- Red Key SocietyOct 2017 to Feb 2020
- University of HartfordAug 2017 to May 2021
- Washington Savings BankFeb 2017 to Oct 2021
- A2 Gym and CheerSep 2016 to Feb 2017
- Primo Pizza RestaurantAug 2015 to Jul 2017
- Dracut High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7454770
- Firm CRD
- 104555