Sadie Mae Bashara
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 InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJun 2023 to now
- Collier Custom HomesMay 2023 to Jun 2023
- Boscos SquaredFeb 2023 to May 2023
- Lululemon USA Inc.Sep 2022 to Feb 2023
- Dbh Memphis LLCSep 2022 to Oct 2022
- Avison YoungJan 2022 to Aug 2022
- Camp MysticJul 2021 to Aug 2021
- Fox and Cat VintageDec 2020 to Jun 2021
- Park View LLCAug 2020 to Jun 2021
- Camp MysticJul 2020 to Aug 2020
- First American Commercial Real EstateMay 2020 to Aug 2020
- Baskin RobbinsMay 2020 to Jul 2020
- Rhodes CollegeAug 2019 to May 2023
- Alamo Heights High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7774210
- Firm CRD
- 104555