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Sara Elizabeth Rodriguez

Strategic Advisers LLC

Parma, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Parma, OH • 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
Charles Schwab & Co., Inc. Richfield OH 12/2014 09/2022
Charles Schwb Bank Richfield OH 05/2017 09/2022
Fidelity Investments Fairlawn OH 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 09/2022
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 05/2017 → 09/2022
    Charles Schwb Bank
    Richfield, OH
  • 09/2022 → Present
    Fidelity Investments
    Fairlawn, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairlawn, OH
  • 2015-09-04 → 2022-10-03
    Charles Schwab & Co., Inc.
    Richfield, OH
    Westlake, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Sara Elizabeth Rodriguez
  • Sara Elizabeth Penate

View on SEC IAPD

Other Firms

INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC
VICTORY CAPITAL MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC

Other Investors

DAVID ANDREW CASSESE
DAVID CARL SABO
JAMES LANG THOMAS
THOMAS GREGORY SCHEIMAN
JOHN CHARLES CUSH
MARGARET KATHRYN ULRICH
JON R HEISCHMAN
SOHRAB SADEGI

Other Offices

INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
LINCOLN INVESTMENT · PARMA, OH
KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH

More in Parma, OH

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