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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Charlotte, NC • United States

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 08/2020 Present
Guaranteed Rate Chicago IL 06/2019 07/2020
Outback Steakhouse Tyngsborough MA 06/2017 07/2020
University Of Maine Orono ME 08/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 07/2020
    Guaranteed Rate
    Chicago, IL
  • 06/2017 → 07/2020
    Outback Steakhouse
    Tyngsborough, MA
  • 08/2015 → 05/2017
    University Of Maine
    Orono, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
S63 Uniform Securities Agent State Law Examination 2021-05-18
  • S66 Uniform Combined State Law Examination
    2023-09-29
  • S63 Uniform Securities Agent State Law Examination
    2021-05-18
Other Names
  • Sara Christine Bevilacqua
  • Sara Bevilacqua

View on SEC IAPD

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