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Sarah Pickens

Strategic Advisers LLC

Fort Wright, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fort Wright, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Thor Wealth Management Cincinnati OH 01/2023 07/2023
Cintas Mason OH 05/2022 08/2022
Mason Community Center Mason OH 01/2019 01/2021
Five Seasons Mason OH 01/2019 07/2019
William Mason High School Mason OH 01/2014 07/2018
Extended Care Mason OH 08/2018 05/2020
University Of Cincinnati Cincinnati OH 08/2021 03/2024
Cintas Mason OH 05/2022 01/2023
Swim Safe Pool Management Mason OH 05/2020 08/2020
Fidelity Investments Covington KY 05/2024 Present
Kings Island Mason OH 05/2019 05/2023
University Of Cincinnati Cincinnati OH 08/2022 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 07/2023
    Thor Wealth Management
    Cincinnati, OH
  • 05/2022 → 08/2022
    Cintas
    Mason, OH
  • 01/2019 → 01/2021
    Mason Community Center
    Mason, OH
  • 01/2019 → 07/2019
    Five Seasons
    Mason, OH
  • 01/2014 → 07/2018
    William Mason High School
    Mason, OH
  • 08/2018 → 05/2020
    Extended Care
    Mason, OH
  • 08/2021 → 03/2024
    University Of Cincinnati
    Cincinnati, OH
  • 05/2022 → 01/2023
    Cintas
    Mason, OH
  • 05/2020 → 08/2020
    Swim Safe Pool Management
    Mason, OH
  • 05/2024 → Present
    Fidelity Investments
    Covington, KY
  • 05/2019 → 05/2023
    Kings Island
    Mason, OH
  • 08/2022 → 04/2024
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Dayton, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

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