Sarah M. Rodrigues Pereira
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
GLENVIEW, IL
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CRD#: 5712167
Professional summary
Sarah Morgan Rodrigues Pereira, who also goes by Sarah M Lehman, Sarah Morgan Lehman, Sarah Morgan Rodrigues Pereira, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glenview, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Chicago, Illinois.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Sarah has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Management Relationship Manager, I serve as the primary contact to affluent investors and their families committed to deliver the highest level of service and support available based on individual needs and preferences.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sarah M Lehman | Sarah Morgan Lehman | Sarah Morgan Rodrigues Pereira
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Morgan Rodrigues Pereira's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Ohio University
Bachelor of Business Administration - Finance and Business Management
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200RIA
CRD#: 104555
GLENVIEW, IL
Current
June 29, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 401 N. Michigan Avenue Ste 100, Chicago, IL 60611BD
CRD#: 7784
CHICAGO, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHICAGO, IL
Past
July 10, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CHICAGO, IL
Past
February 1, 2016 - June 5, 2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CHICAGO, IL
Past
July 12, 2012 - February 24, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
November 26, 2009 - February 23, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCHAUMBURG, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(6/29/2017)
RR
Colorado(6/29/2017)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(11/17/2020)
RR
Florida(6/29/2017)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(6/29/2017)
IAR
Illinois(3/31/2025)
RR
Indiana(11/17/2020)
RR
Iowa(6/29/2017)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(6/29/2017)
RR
Michigan(6/29/2017)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(11/17/2020)
RR
New Jersey(6/29/2017)
RR
New Mexico(11/17/2020)
RR
New York(6/29/2017)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(11/17/2020)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(6/29/2017)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(6/29/2017)
RR
Virgin Islands(11/17/2020)
RR
Virginia(6/29/2017)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(6/29/2017)
IAR
Wisconsin(3/31/2025)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Glenview, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
