Sarah E. Looney

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

• 09/2020 → 06/2024
  Stanford University
  Stanford, CA
• 04/2020 → 12/2021
  Voice In Sport
  New York, NY
• 01/2024 → 04/2024
  #Iamremarkable
  Stanford, CA
• 06/2019 → 06/2021
  Looney Advertising
  Montclair, NJ
• 09/2016 → 06/2020
  Glen Ridge High School
  Glen Ridge, NJ
• 01/2023 → 03/2023
  Stanford Management Company
  Stanford, CA
• 06/2023 → 09/2023
  Momentus Capital
  New York, NY
• 07/2024 → Present
  Fidelity Investments
  New York, NY
• 07/2021 → 03/2024
  Loopwell
  Montclair, NJ
• 06/2016 → 09/2016
  Jefferson Lake Country Day Camp
  Stanhope, NJ
• 04/2013 → 06/2016
  Glen Ridge Middle School
  Glen Ridge, NJ
• 06/2022 → 09/2022
  Stanford University, Sociology Department
  Stanford, CA
• 06/2021 → 09/2021
  D*Fit (Defunct)
  Montclair, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  Glen Ridge, NJ

Other Businesses

OBA-111360|OrgNmn:Loopwell|Org Addr:Montclair,New Jersey,US|OBA Nature:Wellbeing social club for comm|Invst Rel:N|Title:Advisor|Duties:Quarterly strategic discussions from a remote location. It is extremely flexible, as I am reporting to my parents. This activity is not a perm|StrtDt:07-01-24|TotHrs/mon:1|TrdHrs/mon:1|

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22

Other Names

• Sarah E Looney
• Sarah Looney