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Sarah Olivia-Ann Cook

Strategic Advisers LLC

Salt Lake City, UT

Lehi, UT

CRD 7065619

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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
TX RA APPROVED 2025-11-05
UT RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05
  • UT RA
    APPROVED
    Since 2025-11-05

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • 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
Academy Mortgage Corporation Orem UT 05/2016 06/2018
Intercap Lending Inc Orem UT 06/2018 01/2019
Fidelity Brokerage Services, Llc American Fork UT 01/2019 Present
  • 05/2016 → 06/2018
    Academy Mortgage Corporation
    Orem, UT
  • 06/2018 → 01/2019
    Intercap Lending Inc
    Orem, UT
  • 01/2019 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
S63 Uniform Securities Agent State Law Examination 2019-04-15
  • S66 Uniform Combined State Law Examination
    2025-10-20
  • S63 Uniform Securities Agent State Law Examination
    2019-04-15
Other Names
  • Sarah Olivia Ann Cook
  • Sarah Cook

View on SEC IAPD

Nearby Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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