Sarah Mvula

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Johnscreek, GA • 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

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Denver	CO	03/2013	10/2023
Tiaa	Denver	CO	03/2013	10/2023
Fidelity Investments	Westlake	TX	10/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2013 → 10/2023

Tiaa-Cref Individual & Institutional Services, Llc

Denver, CO
03/2013 → 10/2023

Tiaa

Denver, CO
10/2023 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Johnscreek, GA

Other Businesses

OBA-117956|OrgNmn:SHIPT|Org Addr:Birmingham,Alabama,US|OBA Nature:SERVICE- SHOPPING SERVICE FOR |Invst Rel:N|Title:Personal shopper|Duties:shopping and delivery for target customers|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-103557|OrgNmn:UBER EATS|Org Addr:JOHNSCREEK,Georgia,US|OBA Nature:Uber Eats delivery driver|Invst Rel:N|Title:driver|Duties:Deliver food|StrtDt:03-01-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-29
S63	Uniform Securities Agent State Law Examination	2013-04-06

S66 Uniform Combined State Law Examination

2024-01-29
S63 Uniform Securities Agent State Law Examination

2013-04-06

View on SEC IAPD

More in Johnscreek, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor