Sage Vance Nash

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

ME RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Camden, ME • 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 No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Portland	ME	02/2023	Present
Keybank, Na	Rockland	ME	10/2018	02/2023
Gorham Savings Bank	Gorham	ME	07/2018	10/2018
Bank Of America	Portland	ME	11/2016	07/2018
Forever 21	South Portland	ME	06/2016	01/2017
Fidelity Investments	Boston	MA	03/2025	Present

02/2023 → Present

Fidelity Investments

Portland, ME
10/2018 → 02/2023

Keybank, Na

Rockland, ME
07/2018 → 10/2018

Gorham Savings Bank

Gorham, ME
11/2016 → 07/2018

Bank Of America

Portland, ME
06/2016 → 01/2017

Forever 21

South Portland, ME
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Portland, ME

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-02

S66 Uniform Combined State Law Examination

2023-08-02

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews