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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-23
SC RA APPROVED 2025-09-22
  • TX RA
    APPROVED_RES
    Since 2025-09-23
  • SC RA
    APPROVED
    Since 2025-09-22

Branch Locations

Simpsonville, SC • United States

210 South Main St, Greenville, SC 29601-2832 • 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
South State Bank Greenville SC 09/2012 11/2016
Fidelity Investments Greenville SC 07/2025 Present
Foster Victor Wealth Advisors, Llc Greenville SC 08/2021 07/2025
Raymond James & Associates Greenville SC 11/2016 08/2021
  • 09/2012 → 11/2016
    South State Bank
    Greenville, SC
  • 07/2025 → Present
    Fidelity Investments
    Greenville, SC
  • 08/2021 → 07/2025
    Foster Victor Wealth Advisors, Llc
    Greenville, SC
  • 11/2016 → 08/2021
    Raymond James & Associates
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-12
S66 Uniform Combined State Law Examination 2018-10-08
  • S63 Uniform Securities Agent State Law Examination
    2025-09-12
  • S66 Uniform Combined State Law Examination
    2018-10-08
Other Names
  • Sara Rose Clough

View on SEC IAPD

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