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Sarah De Barros

Strategic Advisers LLC

Boca Raton, FL

Ft Lauderdale, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Ft Lauderdale, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Palm Beach FL 02/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → Present
    Fidelity Investments
    Palm Beach, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Ft Lauderdale, FL
    Boca Raton, FL
  • 2014-03-10 → 2018-07-13
    Strategic Advisers Llc
    Boca Raton, FL
  • 2013-06-12 → 2014-03-06
    Td Ameritrade, Inc.
    Fort Lauderdale, FL
  • 2013-06-26 → 2014-03-06
    Td Ameritrade Investment Management, Llc
    Fort Lauderdale, FL
  • 2009-10-16 → 2013-06-03
    T. Rowe Price Advisory Services, Inc.
    Colorado Springs, CO
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-29
S63 Uniform Securities Agent State Law Examination 2009-01-09
  • S66 Uniform Combined State Law Examination
    2009-09-29
  • S63 Uniform Securities Agent State Law Examination
    2009-01-09
Designations
Other Names
  • Sarah K Toon Anderson
  • Sarah Katherine Toon De Barros

View on SEC IAPD

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ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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