Best Investors Account Sign in

Sara Boone Halstead

Strategic Advisers LLC

Houston, TX

Houston, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Houston, TX • 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
The Lemonade Circle Houston TX 06/2022 07/2022
Bay Area Aquanauts Inc Houston TX 01/2021 08/2021
Bay Area Aquanauts Inc Houston TX 05/2023 08/2023
Long Island University - Brooklyn Brooklyn TX 06/2020 12/2020
Bay Area Aquanauts Inc Houston TX 05/2020 08/2020
Deer Park High School Deer Park TX 06/2016 06/2020
Boone Towing Inc. Channelview TX 11/2021 Present
University Of The Incarnate Word San Antonio TX 05/2021 05/2024
Fidelity Investments Houston TX 05/2024 Present
San Jacinto Community College Pasadena TX 12/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 07/2022
    The Lemonade Circle
    Houston, TX
  • 01/2021 → 08/2021
    Bay Area Aquanauts Inc
    Houston, TX
  • 05/2023 → 08/2023
    Bay Area Aquanauts Inc
    Houston, TX
  • 06/2020 → 12/2020
    Long Island University - Brooklyn
    Brooklyn, TX
  • 05/2020 → 08/2020
    Bay Area Aquanauts Inc
    Houston, TX
  • 06/2016 → 06/2020
    Deer Park High School
    Deer Park, TX
  • 11/2021 → Present
    Boone Towing Inc.
    Channelview, TX
  • 05/2021 → 05/2024
    University Of The Incarnate Word
    San Antonio, TX
  • 05/2024 → Present
    Fidelity Investments
    Houston, TX
  • 12/2020 → 05/2021
    San Jacinto Community College
    Pasadena, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Other Businesses

OBA-109739|OrgNmn:Boone Towing Inc.|Org Addr:Channelvie,Texas,US|OBA Nature:Marine Transportation|Invst Rel:N|Title:Employee|Duties:None|StrtDt:11-01-21|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02
Other Names
  • Sara E Boone
  • Sara Boone
  • Sara Elizabeth Boone

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor