Sandi Miriam Abernethy

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	12/2022	Present
Anejo Of Yulee	Yulee	FL	10/2022	12/2022
Asheville City Schools	Asheville	NC	08/2018	07/2022
The Kessler Collection	Asheville	NC	05/2019	07/2020
Blackeyed Susan Catering	Black Mountain	NC	10/2018	12/2021
Carolina Preferred Sitters	Waxham	NC	01/2013	12/2020
Mckibbon-Pollay Inc	Asheville	NC	10/2019	03/2020
The Ridgeline	Blowing Rock	NC	04/2018	08/2018
Watauga County Schools	Boone	NC	08/2016	01/2017
Watauga County Schools	Boone	NC	01/2017	06/2018
Ashe County Schools	Jefferson	NC	08/2016	01/2017
Linville Ridge Country Club	Linville	NC	04/2016	11/2016
Fidelity Investments	Boston	MA	03/2025	Present

12/2022 → Present

Fidelity Investments

Jacksonville, FL
10/2022 → 12/2022

Anejo Of Yulee

Yulee, FL
08/2018 → 07/2022

Asheville City Schools

Asheville, NC
05/2019 → 07/2020

The Kessler Collection

Asheville, NC
10/2018 → 12/2021

Blackeyed Susan Catering

Black Mountain, NC
01/2013 → 12/2020

Carolina Preferred Sitters

Waxham, NC
10/2019 → 03/2020

Mckibbon-Pollay Inc

Asheville, NC
04/2018 → 08/2018

The Ridgeline

Blowing Rock, NC
08/2016 → 01/2017

Watauga County Schools

Boone, NC
01/2017 → 06/2018

Watauga County Schools

Boone, NC
08/2016 → 01/2017

Ashe County Schools

Jefferson, NC
04/2016 → 11/2016

Linville Ridge Country Club

Linville, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-24
S63	Uniform Securities Agent State Law Examination	2023-04-03

S66 Uniform Combined State Law Examination

2024-05-24
S63 Uniform Securities Agent State Law Examination

2023-04-03

Other Names

Sandi Miriam Abernethy
Sandi Miriam Priest
Sandi Miriam Hunt
Sandi Miriam Heeter
Sandi Miriam Francis
Sandi M Abernethy

View on SEC IAPD