Sarah Nelson
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 InvestmentsJul 2017 to now
- UnemployedMar 2024 to Jun 2024
- Drake & Associates LLCAug 2022 to Mar 2024
- UnemployedApr 2022 to Aug 2022
- R&r InsuranceMay 2021 to Apr 2022
- UnemployedFeb 2020 to May 2021
- Sikich LLPJun 2019 to Feb 2020
- Baymarket Force LLCMay 2018 to Sep 2018
- Uw-whitewater Center for Students With DisabilitiesJan 2018 to Jun 2019
- Coach OutletJul 2017 to Jan 2018
- Uw-whitewaterJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7954524
- Firm CRD
- 104555