Sarah Godfrey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 10/2020 → 02/2021
  Georgetown University Mcdonough School Of Business
  Washington D.C., DC
• 06/2020 → 10/2020
  Biomerics
  Salt Lake City, UT
• 06/2020 → 08/2020
  Georgetown University Mcdonough School Of Business
  Washington D.C., DC
• 05/2020 → 05/2020
  Bank Of America
  Riverton, UT
• 05/2016 → 05/2020
  Red Butte Garden & Arboretum
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-06-16
• S63 Uniform Securities Agent State Law Examination
  2021-07-23

Other Names

• Sarah Aileen Meehan
• Sally Meehan
• Sarah Meehan
• Sarah Aileen Godfrey