Sara Finley Monsen

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Salt Lake City	UT	02/2005	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2005 → Present

Fidelity Brokerage Services Llc

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Other Businesses

OBA-112896|OrgNmn:Girl Scouts of Colorado|Org Addr:Denver, Ce,Colorado,US|OBA Nature:The Girl Scouts of the United |Invst Rel:N|Title:Volunteer Troop Leader|Duties:The Troop Leadership Team mentors a local group of Girl Scouts as they discover new skills, make lifelong friends, and have fun changing the w|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-11
S63	Uniform Securities Agent State Law Examination	2005-08-01

S66 Uniform Combined State Law Examination

2020-08-11
S63 Uniform Securities Agent State Law Examination

2005-08-01

Other Names

Sara Finley
Sara Monsen

View on SEC IAPD

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