Sage Tomlin Bahre

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

Englewood, CO • United States

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Vermont Agency	Colchester	VT	02/2012	04/2022
Equity Services, Inc.	Colchester	VT	02/2012	04/2022
Fidelity Investments	Greenwood Village	CO	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2012 → 04/2022

The Vermont Agency

Colchester, VT
02/2012 → 04/2022

Equity Services, Inc.

Colchester, VT
04/2022 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2012-02-17 → 2022-04-08

Equity Services, Inc.

Colchester, VT

Arvada, CO

Colchester, VT
2008-01-22 → 2012-02-13

Essex National Securities, Llc

Corona, CA

Bellflower, CA

Orange, CA

Seal Beach, CA

Los Angeles, CA

Huntington Beach, CA

Huntington Beach, CA

Newport Beach, CA

Buena Park, CA

Buena Park, CA

Long Beach, CA

Orange, CA

Orange, CA

Westminster, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-29
S63	Uniform Securities Agent State Law Examination	2003-07-15

S65 Uniform Investment Adviser Law Examination

2007-12-29
S63 Uniform Securities Agent State Law Examination

2003-07-15