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Sarah Marie Robinson

Strategic Advisers LLC

Tampa, FL

Lutz, FL

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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

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Lutz, FL • 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
T. Rowe Price Investment Services, Inc. Tampa FL 09/2017 05/2021
Pinellas County Board Of County Commissioners Largo FL 04/2014 08/2017
Fidelity Investments Durham NC 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 05/2021
    T. Rowe Price Investment Services, Inc.
    Tampa, FL
  • 04/2014 → 08/2017
    Pinellas County Board Of County Commissioners
    Largo, FL
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
S63 Uniform Securities Agent State Law Examination 2018-04-18
  • S66 Uniform Combined State Law Examination
    2022-06-24
  • S63 Uniform Securities Agent State Law Examination
    2018-04-18
Other Names
  • Sarah Marie Terry
  • Sarah Terry

View on SEC IAPD

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