Sarah O'NEill White

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

• 07/2016 → 02/2017
  Santander Bank Na
  Springfield, MA
• 08/2016 → 02/2017
  Santander Securities Llc
  San Juan, PR
• 02/2017 → 03/2019
  Ubs Financial Services Inc.
  Springfield, MA
• 03/2019 → Present
  Fidelity Investments Llc
  West Hartford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-04-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Hartford, CT
• 2017-02-27 → 2019-03-20
  Ubs Financial Services Inc.
  Springfield, MA
• 2016-08-08 → 2017-03-02
  Santander Securities Llc
  Enfield, CT
  Enfield, CT
  Westfield, MA
  Framingham, MA
  Springfield, MA
  Worcester, MA
• 2015-05-26 → 2016-08-12
  Gupta Wealth Management, Llc
  San Diego, CA
• 2013-03-22 → 2015-01-07
  Ubs Financial Services Inc.
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-15

Designations

• Certified Financial Planner

Other Names

• Sarah Morgan O'NEill
• Sarah Morgan Oneill
• Sarah O'NEill White
• Sarah Oneill White