Sarah Voss
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Sarah Voss? Claim your profile
Contact this firm
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 LLCJun 2025 to now
- Fidelity InvestmentsDec 2024 to now
- TopgolfDec 2024 to Dec 2024
- Cornerstone Christian SchoolsSep 2024 to Nov 2024
- TopgolfAug 2024 to Oct 2024
- TopgolfFeb 2024 to Jul 2024
- Transition Support ServicesDec 2023 to Jan 2024
- Texas State UniversityAug 2023 to Dec 2023
- Transition Support ServicesJul 2023 to Aug 2023
- Creekhouse Kitchen and BarJul 2022 to Jul 2023
- Texas State UniversityJan 2022 to Jul 2022
- Montage Deer ValleyDec 2021 to Jan 2022
- Texas State UniversityAug 2021 to Dec 2021
- Montage Palmetto BluffApr 2021 to Aug 2021
- Montage Deer ValleyNov 2020 to Apr 2021
- UnemployedAug 2020 to Nov 2020
- Promontory Country ClubJun 2020 to Aug 2020
- Texas State UniversityAug 2019 to Jun 2020
- TopgolfNov 2018 to Aug 2019
- Russo'sJul 2018 to Oct 2024
- Sub-zero Nitrogen Ice CreamJan 2018 to Jul 2018
- Scuzzi's Italian KitchenOct 2017 to Jan 2018
- Full Time StudentDec 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7771718
- Firm CRD
- 104555