SARAH L. ELLIS is an investment adviser representative (IAR) with state registration records since 2015, 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 | 2020-06-09 | 2025-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-06-04 | 2020-05-19 | — |
| SANTA BARBARA ASSET MANAGEMENT, LLC | 2017-08-23 | 2018-04-11 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2015-12-08 | 2017-08-07 | — |