Sarah A. Martin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 07/2017
  Fidelity Investments
  San Diego, CA
• 08/2017 → 12/2017
  Unemployed
  San Diego, CA
• 12/2017 → 12/2018
  Charles Schwab & Co., Inc.
  Los Angeles, CA
• 12/2017 → 12/2018
  Charles Schwab Bank
  Los Angeles, CA
• 01/2019 → 03/2021
  Independent Financial Group
  San Diego, CA
• 03/2021 → Present
  Fidelity Investments
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2020-05-07 → 2021-03-15
  Independent Financial Group, Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-06
• S63 Uniform Securities Agent State Law Examination
  2007-03-15

Other Names

• Sarah Ann Martin
• Sarah A Martin