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Sarah Black

Strategic Advisers LLC

Hingham, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Boston, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Eire Electrical Corporation Hanover MA 06/2012 12/2016
Zenergy Building Technologies Norwell MA 09/2015 04/2020
Fidelity Investments Boston MA 06/2019 08/2019
Bentley University Waltham MA 08/2016 05/2020
Fidelity Investments Hingham MA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 12/2016
    Eire Electrical Corporation
    Hanover, MA
  • 09/2015 → 04/2020
    Zenergy Building Technologies
    Norwell, MA
  • 06/2019 → 08/2019
    Fidelity Investments
    Boston, MA
  • 08/2016 → 05/2020
    Bentley University
    Waltham, MA
  • 05/2020 → Present
    Fidelity Investments
    Hingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Other Businesses

OBA-15255|OrgNmn:Zenergy Building Technologies|Org Addr:Norwell,Massachuse,US|OBA Nature:Building automation and mechan|Invst Rel:N|Title:Finance Associate|Duties:I am responsible for bank reconciliation, payroll management, invoices, and similar tasks.|StrtDt:09-01-15|TotHrs/mon:20|TrdHrs/mon:0|OBA-123726|OrgNmn:Bentley University|Org Addr:Waltham,Massachuse,US|OBA Nature:Professor/ Adjust Professor fo|Invst Rel:N|Title:Professor (Adjunct) |Duties:teaching one class per semester|StrtDt:01-20-26|TotHrs/mon:12|TrdHrs/mon:4|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-24
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S66 Uniform Combined State Law Examination
    2021-11-24
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23
Designations
Other Names
  • Sarah Sheila Black
  • Sarah Black

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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