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Sarah Hamilton Ott

Strategic Advisers LLC

Chestnut Hill, MA

Barrington, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-07-01
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2026-07-01
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Barrington, RI • 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
Bny Mellon New York NY 06/2019 07/2020
Fidelity Investments Chestnut Hill MA 07/2020 Present
Bny Mellon New York NY 05/2018 06/2019
Sarasin & Partners London 05/2017 05/2018
Hinding Tennis West Haven CT 05/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 07/2020
    Bny Mellon
    New York, NY
  • 07/2020 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 05/2018 → 06/2019
    Bny Mellon
    New York, NY
  • 05/2017 → 05/2018
    Sarasin & Partners
    London
  • 05/2016 → 05/2017
    Hinding Tennis
    West Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-09
  • S66 Uniform Combined State Law Examination
    2020-11-09
Designations
Other Names
  • Sarah Hamilton Ott
  • Sarah Ott

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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