Sarah E. Depagter

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

• 03/2014 → 11/2016
  Wells Fargo Advisors Llc
  Milwaukee, WI
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
• 03/2022 → Present
  Fidelity Investments
  Satellite Beach, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Satellite Beach, FL
  Jacksonville, FL
• 2014-03-20 → 2022-03-23
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Melbourne, FL
• 2012-05-15 → 2014-04-17
  Cedar Creek Securities, Inc.
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

OBA-67279|OrgNmn:Doterra Internatinal LLC|Org Addr:Pleaseant ,Utah,US|OBA Nature:Wellness Advocate|Invst Rel:N|Title:wellness advocate|Duties:I have this acct to purchase essential oils at wholesale I don't activity try to get customers|StrtDt:03-01-17|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-05-14

Other Names

• Sarah Elizabeth Meyer
• Sarah Elizabeth Depagter
• Sarah Depagter