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Avery Sawyer

Strategic Advisers LLC

Tulsa, OK

Tulsa, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Tulsa, OK • 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
The Vanguard Group, Inc. Scottsdale AZ 09/2016 05/2019
Seeking Sitters Tulsa OK 12/2016 12/2018
Self Employed Scottsdale AZ 11/2018 12/2018
Bokf, Na Tulsa OK 06/2019 03/2020
Bok Financial Securities, Inc. Tulsa OK 03/2020 01/2022
Morgan Stanley Tulsa OK 06/2023 05/2024
Sabbatical Tulsa OK 02/2022 05/2023
Morgan Stanley Private Bank, N.A New York NY 09/2023 05/2024
Fidelity Investments Tulsa OK 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2016 → 12/2018
    Seeking Sitters
    Tulsa, OK
  • 11/2018 → 12/2018
    Self Employed
    Scottsdale, AZ
  • 06/2019 → 03/2020
    Bokf, Na
    Tulsa, OK
  • 03/2020 → 01/2022
    Bok Financial Securities, Inc.
    Tulsa, OK
  • 06/2023 → 05/2024
    Morgan Stanley
    Tulsa, OK
  • 02/2022 → 05/2023
    Sabbatical
    Tulsa, OK
  • 09/2023 → 05/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 05/2024 → Present
    Fidelity Investments
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
  • 2023-08-25 → 2024-05-17
    Morgan Stanley
    Tulsa, OK
Other Businesses

OBA-123515|OrgNmn:College Hill Presbyterian Church|Org Addr:Tulsa,Oklahoma,US|OBA Nature:Church - Sit on Investment Com|Invst Rel:Y|Title:Investment Subcommittee Member|Duties:Opine on church investments|StrtDt:06-02-26|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-25
S63 Uniform Securities Agent State Law Examination 2016-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25
  • S63 Uniform Securities Agent State Law Examination
    2016-10-20
Other Names
  • Avery Roxanne Sawyer
  • Avery R Sawyer

View on SEC IAPD

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PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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