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Sarah Horner

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Durham, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Wells Fargo Advisors, Llc. Roxboro NC 09/2015 11/2016
Wells Fargo Bank Na Durham NC 08/2010 11/2022
Vesuvio's Italian Restaurant Roxboro NC 01/2006 12/2017
Wells Fargo Clearing Services, Llc Durham NC 11/2016 11/2022
Fidelity Investments Durham NC 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 11/2016
    Wells Fargo Advisors, Llc.
    Roxboro, NC
  • 08/2010 → 11/2022
    Wells Fargo Bank Na
    Durham, NC
  • 01/2006 → 12/2017
    Vesuvio's Italian Restaurant
    Roxboro, NC
  • 11/2016 → 11/2022
    Wells Fargo Clearing Services, Llc
    Durham, NC
  • 11/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2015-12-14 → 2022-11-29
    Wells Fargo Clearing Services, Llc
    Roxboro, NC
    Raleigh, NC
    Raleigh, NC
    Durham, NC
    Durham, NC
Other Businesses

OBA-94134|OrgNmn:N/A|Org Addr:durham,North Caro,US|OBA Nature:notary|Invst Rel:N|Title:notary|Duties:notary|StrtDt:11-28-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-14
S63 Uniform Securities Agent State Law Examination 2015-11-18
  • S65 Uniform Investment Adviser Law Examination
    2015-12-14
  • S63 Uniform Securities Agent State Law Examination
    2015-11-18
Other Names
  • Sarah Horner
  • Sarah Marie Horner

View on SEC IAPD

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