Inactive

Sana L Rather

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Parker, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	09/2004	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2004 → Present

Fidelity Brokerage Services Llc

Westlake, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Parker, CO

Greenwood Village, CO
2006-05-17 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Lone Tree, CO

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-28
S63	Uniform Securities Agent State Law Examination	2004-12-10

S66 Uniform Combined State Law Examination

2006-04-28
S63 Uniform Securities Agent State Law Examination

2004-12-10

Other Names

Sana Lisa Anver
Sana Lisa Anver
Sana Lisa Anver
Sana Lisa Rather

View on SEC IAPD

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