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Sara Porter

Strategic Advisers LLC

Berlin, NJ

CRD 6024437

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Berlin, NJ • 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 Salt Lake City UT 01/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-113307|OrgNmn:Virtua Mount Holly Hospital|Org Addr:Mount Holl,New Jersey,US|OBA Nature:Hospital|Invst Rel:N|Title:Employee|Duties:Provide therapeutic group and individual activity for patients under the supervision of a RN. Provide emotional support and behavioral redire|StrtDt:10-14-24|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-27
S63 Uniform Securities Agent State Law Examination 2012-04-20
  • S66 Uniform Combined State Law Examination
    2018-12-27
  • S63 Uniform Securities Agent State Law Examination
    2012-04-20
Other Names
  • Sara A. Porter
  • Sara Porter
  • Sara Alexandra Coral
  • Sara A. Coral
  • Sara Coral
  • Sara Alexandra Porter

View on SEC IAPD

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