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Sara Watson

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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 Tucson AZ 11/2019 06/2021
Geico Insurance Tucson AZ 11/2015 11/2019
Ubs Financial Services Inc Tucson AZ 06/2021 03/2022
Tci Wealth Tucson AZ 03/2022 05/2024
Fidelity Investments Tucson AZ 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 06/2021
    Fidelity Investments
    Tucson, AZ
  • 11/2015 → 11/2019
    Geico Insurance
    Tucson, AZ
  • 06/2021 → 03/2022
    Ubs Financial Services Inc
    Tucson, AZ
  • 03/2022 → 05/2024
    Tci Wealth
    Tucson, AZ
  • 05/2024 → Present
    Fidelity Investments
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-08
S63 Uniform Securities Agent State Law Examination 2020-12-03
  • S66 Uniform Combined State Law Examination
    2024-08-08
  • S63 Uniform Securities Agent State Law Examination
    2020-12-03
Other Names
  • Sara Anne Watson
  • Sara Anne Bryant

View on SEC IAPD

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Other Investors

MARTIN ANTHONY SMITH
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ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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