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Sarah Marie Javorsky

Investment adviser representative at Strategic Advisers LLC
12 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

12 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. Lexi BozsaDec 2023 to Jul 2024
  4. Acceleron Law, Fred HasaniAug 2023 to Oct 2023
  5. Pelican HillJul 2023 to Dec 2023
  6. Lori OpenshawJul 2022 to Aug 2023
  7. Handels Ice CreamDec 2021 to Jul 2023
  8. University of California, IrvineJun 2020 to Dec 2021
  9. Tesoro High SchoolDec 2018 to Jun 2020
  10. Lake Forest High SchoolMar 2014 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7963460
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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