Best Investors Account Sign in

Sarah O'NEill White

Strategic Advisers LLC

New Haven, CT

Enfield, CT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-18
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

Enfield, CT • 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
Santander Bank Na Springfield MA 07/2016 02/2017
Santander Securities Llc San Juan PR 08/2016 02/2017
Ubs Financial Services Inc. Springfield MA 02/2017 03/2019
Fidelity Investments Llc West Hartford CT 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-15
  • S66 Uniform Combined State Law Examination
    2013-03-15
Designations
Other Names
  • Sarah Morgan O'NEill
  • Sarah Morgan Oneill
  • Sarah O'NEill White
  • Sarah Oneill White

View on SEC IAPD

Other Firms

KREITLER FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
WASHINGTON TRUST ADVISORS
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
ELM STREET ADVISORS, LLC

Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

More in New Haven, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor