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Sarah Topping

Strategic Advisers LLC

Annapolis, MD

Annapolis, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Annapolis, MD • 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
Loyola University Maryland Baltimore MD 08/2017 12/2017
Loyola University Maryland Baltimore MD 08/2015 06/2019
Pizza Hut Laconia NH 06/2013 08/2017
Advanced Kiosks Franklin NH 05/2016 09/2016
Rbc Wealth Management Hunt Valley MD 08/2018 12/2018
Td Bank Gilford NH 05/2017 01/2019
Meadowbrook Pavillion Gilford NH 07/2018 06/2019
Fidelity Brokerage Services, Llc Merrimack NH 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 12/2017
    Loyola University Maryland
    Baltimore, MD
  • 08/2015 → 06/2019
    Loyola University Maryland
    Baltimore, MD
  • 06/2013 → 08/2017
    Pizza Hut
    Laconia, NH
  • 05/2016 → 09/2016
    Advanced Kiosks
    Franklin, NH
  • 08/2018 → 12/2018
    Rbc Wealth Management
    Hunt Valley, MD
  • 05/2017 → 01/2019
    Td Bank
    Gilford, NH
  • 07/2018 → 06/2019
    Meadowbrook Pavillion
    Gilford, NH
  • 06/2019 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-28
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-10-28
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Other Names
  • Sarah J Topping
  • Sarah Topping
  • Sarah Joyce Topping

View on SEC IAPD

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EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

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DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST
JAMES WILSON THOMAS
Stefen Thomas Main
SAMANTHA MARIE LONG
Daniel Maris Beigel
JOSEPH WALLACE DUBINSKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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