Sarah Mcmurtrie Drummond

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

• 09/2010 → Present
  Fidelity Investments
  Johnson City, TN
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Charlotte, NC
  Charlotte, NC
• 2013-01-30 → 2018-07-13
  Strategic Advisers Llc
  Greensboro, NC
  Charlotte, NC
  Charlotte, NC
  Huntersville, NC

Other Businesses

OBA-113006|OrgNmn:BTC Holdings, LLC|Org Addr:Johnson Ci,Tennessee,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:Partner|Duties:Ownership - decision for purchases of new properties. Day to day activity is managed by property manager. |StrtDt:09-23-24|TotHrs/mon:4|TrdHrs/mon:1|OBA-121262|OrgNmn:BTC FL Holdings, LLC|Org Addr:Fernandina,Florida,US|OBA Nature:LLC for investment property|Invst Rel:Y|Title:Partner|Duties:None - day to day managed by property manager|StrtDt:07-25-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-01-29
• S63 Uniform Securities Agent State Law Examination
  2011-06-16

Other Names

• Sarah Ann Mcmurtrie
• Sarah Ann Ladd
• Sarah Ann Drummond