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Sarah Marie Wheeler

Strategic Advisers LLC

Cambridge, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Boston, MA • 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
Potomac Financial Consultants Germantown MD 06/2020 12/2021
Student - Towson University Towson MD 08/2016 05/2020
Towson University Towson MD 08/2018 05/2020
Kestra Investment Services, Llc Austin TX 06/2020 12/2021
Potomac Financial Consultants Germantown MD 05/2018 08/2018
Potomac Financial Consultants Germantown MD 05/2019 08/2019
Maller Wealth Advisors Hunt Valley MD 08/2019 06/2020
Fidelity Investments Arlington VA 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 12/2021
    Potomac Financial Consultants
    Germantown, MD
  • 08/2016 → 05/2020
    Student - Towson University
    Towson, MD
  • 08/2018 → 05/2020
    Towson University
    Towson, MD
  • 06/2020 → 12/2021
    Kestra Investment Services, Llc
    Austin, TX
  • 05/2018 → 08/2018
    Potomac Financial Consultants
    Germantown, MD
  • 05/2019 → 08/2019
    Potomac Financial Consultants
    Germantown, MD
  • 08/2019 → 06/2020
    Maller Wealth Advisors
    Hunt Valley, MD
  • 12/2021 → Present
    Fidelity Investments
    Arlington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, VA
    Cambridge, MA
  • 2021-07-12 → 2021-12-16
    Kestra Advisory Services, Llc
    Austin, TX
    Germantown, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
  • S66 Uniform Combined State Law Examination
    2021-07-09

View on SEC IAPD

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CHRISTINE MICHELLE VASQUEZ
Jeremy Parsels
William A Grinnell
JOSEPH JAMES MATHEWS
Sotiria Basia Sgouros
Abigail Rose Lee
Shelter Deedra Wein

Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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