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Sarah Ann Huckins

Strategic Advisers LLC

Portland, ME

Scarborough, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Scarborough, ME • 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 Brokerage Services Llc Merrimack NH 03/2020 Present
Cornerstone First Mortgage San Diego CA 06/2017 03/2020
Rpm Mortgage Walnut Creek CA 12/2016 05/2017
Esin Restaurant Group Danville CA 06/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 06/2017 → 03/2020
    Cornerstone First Mortgage
    San Diego, CA
  • 12/2016 → 05/2017
    Rpm Mortgage
    Walnut Creek, CA
  • 06/2016 → 12/2016
    Esin Restaurant Group
    Danville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-16
S63 Uniform Securities Agent State Law Examination 2020-07-13
  • S66 Uniform Combined State Law Examination
    2020-10-16
  • S63 Uniform Securities Agent State Law Examination
    2020-07-13
Other Names
  • Sarah Ann Morin
  • Sarah Morin

View on SEC IAPD

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LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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