Sara Bergida

Strategic Advisers LLC

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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	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boca Raton, FL • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • 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

Organization	City	State	From	To
Scottrade	Tallahassee	FL	08/2016	06/2017
Fidelity Investments	Atlanta	GA	06/2017	Present
Mcg	Tallahassee	FL	08/2016	01/2017
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 06/2017

Scottrade

Tallahassee, FL
06/2017 → Present

Fidelity Investments

Atlanta, GA
08/2016 → 01/2017

Mcg

Tallahassee, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Atlanta, GA

Ft. Lauderdale, FL
2018-06-29 → 2018-07-13

Strategic Advisers Llc

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-22

S66 Uniform Combined State Law Examination

2018-01-22

Other Names

Sara Jacklyn Bergida

View on SEC IAPD

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