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.

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

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 6, 2023

First registration

Feb 24, 2023

Dual registered

yes, broker-dealer

Other names

SARAH ANN LARSON|Sarah Larson

IAPD individual key

7297512

• Occurred

  Sep 19, 2024
  Advisor changed firm

  Sarah Larson left Charles Schwab & Co., Inc. for Strategic Advisers Llc (registered 2025-07-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ef6a40e-2e05-b25a-f2d2-1e16db339214

First observed

Feb 24, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.