Sarah Musarrat Khan
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- Active Sports Inc.Nov 2022 to Apr 2023
- Univeristy of MinnesotaAug 2022 to Dec 2022
- Ddp HospitalityApr 2021 to Aug 2022
- ST. Cloud State UniversityJan 2020 to May 2021
- Winstons Pub & GrillFeb 2019 to Dec 2019
- 56 BrewingNov 2017 to Sep 2018
- Evereve Inc.Feb 2015 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7732056
- Firm CRD
- 104555