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Sasha Agosta

Strategic Advisers LLC

Upper Saddle River, NJ

New York City, NY

CRD 5829216

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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
MD RA APPROVED 2025-03-31
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Upper Saddle River, NJ • United States

165 Broadway, New York City, NY 10006-1404 • 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
Fidelity Brokerage Services Llc New York NY 08/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2011-03-02 → 2015-05-29
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-06
  • S66 Uniform Combined State Law Examination
    2010-12-06
Designations
  • Certified Financial Planner
Other Names
  • Sasha E. Agosta
  • Sasha Elan Agosta

View on SEC IAPD

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