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Sarah P Levi

Strategic Advisers LLC

Jupiter, FL

Palm Beach Gardens, FL

Jacksonville, FL

CRD 6408518

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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
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jupiter, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Brockerage Services Llc Merrimack NH 10/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → Present
    Fidelity Brockerage Services Llc
    Merrimack, NH
  • 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
    Boca Raton, FL
    Merrimack, NH
    North Palm Beach, FL
  • 2017-09-13 → 2018-07-13
    Strategic Advisers Llc
    Boca Raton, FL
Other Businesses

OBA-16295|OrgNmn:Yeaton Place LLC|Org Addr:Haverhill,Massachuse,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Agent|Duties:Signing authority if needed|StrtDt:08-17-20|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-18
S63 Uniform Securities Agent State Law Examination 2014-11-21
  • S65 Uniform Investment Adviser Law Examination
    2017-08-18
  • S63 Uniform Securities Agent State Law Examination
    2014-11-21
Other Names
  • Sarah Patricia Levi

View on SEC IAPD

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