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Sarah Hurley

Strategic Advisers LLC

Maryville, TN

Knoxville, TN

CRD 7389244

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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
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Maryville, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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
Publix Supermarkets Winter Springs FL 01/2015 03/2020
401(K) Generation Altamonte Springs FL 04/2017 10/2017
Vanderbilt Mortgage And Finance Maryville TN 01/2020 05/2021
Trustco Bank Orlando FL 08/2018 12/2019
Fidelity Investments Knoxville TN 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 03/2020
    Publix Supermarkets
    Winter Springs, FL
  • 04/2017 → 10/2017
    401(K) Generation
    Altamonte Springs, FL
  • 01/2020 → 05/2021
    Vanderbilt Mortgage And Finance
    Maryville, TN
  • 08/2018 → 12/2019
    Trustco Bank
    Orlando, FL
  • 06/2021 → Present
    Fidelity Investments
    Knoxville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 2022-01-05
  • S66 Uniform Combined State Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    2022-01-05
Other Names
  • Sarah Mynhier
  • Sarah A Mynhier
  • Sarah A Hurley

View on SEC IAPD

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