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Sara Lackey

Strategic Advisers LLC

Marlton, NJ

Medford Lakes, NJ

CRD 7333825

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

501 Route 73 South Suite N, Marlton, NJ 08053-9617 • United States

Medford Lakes, NJ • 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 Hingham MA 01/2021 Present
Schulson Collective Philadelphia PA 06/2018 10/2020
The Marmara Park Ave New York City NY 08/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → Present
    Fidelity Investments
    Hingham, MA
  • 06/2018 → 10/2020
    Schulson Collective
    Philadelphia, PA
  • 08/2016 → 05/2018
    The Marmara Park Ave
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Marlton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-29
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2022-12-29
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • Sara Boubsis

View on SEC IAPD

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