SARAH O'NEILL WHITE is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-04-03 | 2025-03-31 | — |
| UBS FINANCIAL SERVICES INC. | 2017-02-27 | 2019-03-20 | — |
| SANTANDER SECURITIES LLC | 2016-08-08 | 2017-03-02 | — |
| GUPTA WEALTH MANAGEMENT, LLC | 2015-05-26 | 2016-08-12 | — |
| UBS FINANCIAL SERVICES INC. | 2013-03-22 | 2015-01-07 | — |