Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Poway, CA • United States

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • 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 Greenwood Village CO 10/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 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
    San Diego, CA
    Poway, CA
  • 2017-11-30 → 2018-07-13
    Denver, CO
Other Businesses

OBA-131641|OrgNmn:South Shaw Grove |Org Addr:Poway,California,US|OBA Nature:Selling digital and physical p|Invst Rel:N|Title:Sole Proprietor|Duties:Sole owner and creator of digital templates sold on Etsy and marketed on Pinterest and Instagram |StrtDt:07-28-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-26
S63 Uniform Securities Agent State Law Examination 2014-11-24
  • S66 Uniform Combined State Law Examination
    2017-10-26
  • S63 Uniform Securities Agent State Law Examination
    2014-11-24
Other Names
  • Sara Annemarie Hogue
  • Sara Annemarie Hecht

View on SEC IAPD

More in Poway, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor