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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

SARAH O'NEILL WHITE

Advisor at STRATEGIC ADVISERS LLC

ENFIELD, CT | NEW HAVEN, CT

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Search this name across graphsid dfx:ria:2905d4e6-a894-a1be-c518-faa9c47116fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 15, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 15, 2013
First registration: Mar 22, 2013
Dual registered: yes, broker-dealer
Other names: SARAH MORGAN O'NEILL|SARAH MORGAN ONEILL|SARAH O'NEILL WHITE|Sarah ONeill White
IAPD individual key: 6022425

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	NEW HAVEN, CT\|ENFIELD, CT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 3, 2019	Mar 31, 2025	no	WEST HARTFORD, CT	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 27, 2017	Mar 20, 2019	no	SPRINGFIELD, MA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Aug 8, 2016	Mar 2, 2017	no	ENFIELD, CT\|Enfield, CT\|WESTFIELD, MA\|Framingham, MA\|Springfield, MA\|Worcester, MA	Previous registration
GUPTA WEALTH MANAGEMENT, LLC	Former SEC adviser	May 26, 2015	Aug 12, 2016	no	SAN DIEGO, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 22, 2013	Jan 7, 2015	no	NEWPORT BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
UBS FINANCIAL SERVICES INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 20, 2019	Apr 3, 2019	14	Firm change	Wirehouse to ibd
SANTANDER SECURITIES	UBS FINANCIAL SERVICES INC.	Mar 2, 2017	Feb 27, 2017	-3	Firm change	Other
GUPTA WEALTH MANAGEMENT, LLC	SANTANDER SECURITIES	Aug 12, 2016	Aug 8, 2016	-4	Firm change	Other
UBS FINANCIAL SERVICES INC.	GUPTA WEALTH MANAGEMENT, LLC	Jan 7, 2015	May 26, 2015	139	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 3, 2019 to Mar 31, 2025factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 27, 2017 to Mar 20, 2019factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Aug 8, 2016 to Mar 2, 2017factForm ADV
→ GUPTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 26, 2015 to Aug 12, 2016factForm ADV

Dated events

No dated event names this entity yet.