Sarah Kay Swearinger

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 10/2021
  Patelco Credit Union
  Citrus Heights, CA
• 05/2015 → 10/2021
  Cuso Financial Services Lp
  San Diego, CA
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Newcastle, CA
  Salt Lake City, UT
• 2015-05-28 → 2021-10-16
  Cuso Financial Services, L.P.
  Citrus Heights, CA
  Folsom, CA
  Roseville, CA
  Sacramento, CA
  Elk Grove, CA
• 2014-01-28 → 2014-06-25
  Wells Fargo Clearing Services, Llc
  Lincoln Hills, CA
• 2013-08-30 → 2014-01-27
  U.S. Bancorp Investments, Inc.
  Folsom, CA
  Sacramento, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-27
• S63 Uniform Securities Agent State Law Examination
  2008-02-25