Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

East Greenwich, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 09/2023 Present
Lululemon Athletica Cranston RI 09/2022 09/2023
Arbonne Irvine CA 07/2022 09/2023
Aflac Insurance Easton MA 06/2022 09/2022
Gators Swim Club East Providence RI 03/2022 07/2022
Pods Swimming Providence RI 05/2020 08/2022
Kirkbrae Country Club Lincoln RI 08/2022 08/2022
Citizens Bank Johnston RI 05/2021 09/2021
Greenville Ready Mix Greenville RI 05/2020 12/2022
Bryant University Smithfield RI 06/2017 09/2018
North Smithfield High School North Smithfield RI 09/2014 06/2018
Bryant University Smithfield RI 09/2018 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2022 → 09/2023
    Lululemon Athletica
    Cranston, RI
  • 07/2022 → 09/2023
    Arbonne
    Irvine, CA
  • 06/2022 → 09/2022
    Aflac Insurance
    Easton, MA
  • 03/2022 → 07/2022
    Gators Swim Club
    East Providence, RI
  • 05/2020 → 08/2022
    Pods Swimming
    Providence, RI
  • 08/2022 → 08/2022
    Kirkbrae Country Club
    Lincoln, RI
  • 05/2021 → 09/2021
    Citizens Bank
    Johnston, RI
  • 05/2020 → 12/2022
    Greenville Ready Mix
    Greenville, RI
  • 06/2017 → 09/2018
    Bryant University
    Smithfield, RI
  • 09/2014 → 06/2018
    North Smithfield High School
    North Smithfield, RI
  • 09/2018 → 08/2023
    Bryant University
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-01-19
Other Names
  • Sara Elizabeth Gendron
  • Sara Gendron

View on SEC IAPD

More in East Greenwich, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor