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Sarah Michelle Newman

Strategic Advisers LLC

Johnson City, TN

Gray, TN

CRD 7022236

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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

3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States

Gray, TN • 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 Brokerage Services Llc Johnson City TN 09/2018 Present
Verizon Wireless Bristol VA 02/2016 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Johnson City, TN
  • 02/2016 → 09/2018
    Verizon Wireless
    Bristol, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Johnson City, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-18
  • S66 Uniform Combined State Law Examination
    2019-07-18
Other Names
  • Sarah Michelle Tedder

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN

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