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Sarah O'neill White

Sarah O. White

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
ENFIELD, CT
Some features on this profile are disabled
CRD#: 6022425
Sarah O'neill White

Professional summary

Sarah O'neill White, CFP®, who also goes by Sarah Morgan O'neill, Sarah Morgan Oneill, Sarah Oneill White, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Enfield, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.

Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Sarah has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

In every aspect of life, I believe a plan is the first step in pursuing long-term success. A plan allows us to anticipate the joys that life brings, and also allows us to account for the inevitable unanticipated challenges that will come our way. At Fidelity, we help families work toward life fulfillment through financial planning. Let's get started building your plan.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Education Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Long-term Care
Are you a "fiduciary"?
Yes

Aliases

Sarah Morgan O'neill | Sarah Morgan Oneill | Sarah Oneill White

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah O'neill White's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2015

Education

Dickinson College

Bachelor of Arts (BA) - International Business and Management

2013

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211
RIA
CRD#: 104555
ENFIELD, CT
Current

March 29, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107
BD
CRD#: 7784
West Hartford, CT
Past

April 3, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WEST HARTFORD, CT
Past

February 27, 2017 - March 20, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SPRINGFIELD, MA
Past

February 27, 2017 - March 20, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SPRINGFIELD, MA
Past

August 8, 2016 - March 2, 2017

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
ENFIELD, CT
Past

August 5, 2016 - March 2, 2017

SANTANDER SECURITIES LLC

BD
CRD#: 41791
ENFIELD, CT
Past

May 26, 2015 - August 12, 2016

GUPTA WEALTH MANAGEMENT, LLC

RIA
CRD#: 161721
SAN DIEGO, CA
Past

March 22, 2013 - January 7, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEWPORT BEACH, CA
Past

March 22, 2013 - January 7, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEWPORT BEACH, CA
Past

March 4, 2013 - March 21, 2013

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Connecticut
(3/29/2019)
IAR
Connecticut
(3/31/2025)
RR
Massachusetts
(3/29/2019)
IAR
Massachusetts
(3/31/2025)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2013
General Securities Representative Examination
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
Registered Investment Advisory firm - (8/11/1977 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Wealth PlannerCRD#: 104555Enfield, CT

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Contact information

(xxx) xxx-xxxx
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