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Sarah Nicole Zimmerman

Strategic Advisers LLC

Irving, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

Irving, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Christ The Redeemer Anglican Church Fort Worth TX 11/2019 08/2021
Reata Restaurant Fort Worth TX 06/2021 12/2021
Luna Grill Fort Worth TX 04/2018 08/2019
Math Around The Corner Fort Worth TX 11/2020 08/2021
Texas Christian University Fort Worth TX 08/2018 05/2022
Fidelity Investments Westlake TX 07/2024 Present
Northwest Isd Justin TX 04/2021 12/2023
V.R. Eaton High School Haslet TX 08/2014 05/2018
Celebration Community Church Fort Worth TX 04/2022 11/2023
Nrh20 Summer Music Festivals North Richland Hills TX 05/2019 08/2019
Irving Isd Irving TX 12/2023 05/2024
Cnc Academy Seoul 08/2022 08/2023
Unemployed Irving TX 06/2024 07/2024
Tcu Housing And Residence Life Fort Worth TX 08/2019 05/2020
  • 11/2019 → 08/2021
    Christ The Redeemer Anglican Church
    Fort Worth, TX
  • 06/2021 → 12/2021
    Reata Restaurant
    Fort Worth, TX
  • 04/2018 → 08/2019
    Luna Grill
    Fort Worth, TX
  • 11/2020 → 08/2021
    Math Around The Corner
    Fort Worth, TX
  • 08/2018 → 05/2022
    Texas Christian University
    Fort Worth, TX
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2021 → 12/2023
    Northwest Isd
    Justin, TX
  • 08/2014 → 05/2018
    V.R. Eaton High School
    Haslet, TX
  • 04/2022 → 11/2023
    Celebration Community Church
    Fort Worth, TX
  • 05/2019 → 08/2019
    Nrh20 Summer Music Festivals
    North Richland Hills, TX
  • 12/2023 → 05/2024
    Irving Isd
    Irving, TX
  • 08/2022 → 08/2023
    Cnc Academy
    Seoul
  • 06/2024 → 07/2024
    Unemployed
    Irving, TX
  • 08/2019 → 05/2020
    Tcu Housing And Residence Life
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-05-15
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-15
Other Names
  • Sarah Zimmerman

View on SEC IAPD

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