• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
SARAH MORGAN RODRIGUES PEREIRA
SARAH M LEHMAN, SARAH MORGAN LEHMAN
CRD#: 5712167
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 401 N. MICHIGAN AVENUE
STE 100
CHICAGO, IL 60611
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 401 N. MICHIGAN AVENUE STE 100
CHICAGO, IL 60611
Registration History
201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2017 - Present (7 years)BJ.P. MORGAN INSTITUTIONAL INVE... (CRD# 102920)2016 - 2017 (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2009 - 2016 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2017 - 2018 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2012 - 2016 (3 years)
License(s)

State Registrations

B
Alabama 11/17/2020

B
Nebraska 11/17/2020

B
Alaska 11/17/2020

B
Nevada 11/17/2020

B
Arizona 11/17/2020

B
New Hampshire 11/17/2020

B
Arkansas 11/17/2020

B
New Jersey 6/29/2017

B
California 6/29/2017

B
New Mexico 11/17/2020

B
Colorado 6/29/2017

B
New York 6/29/2017

B
Connecticut 11/17/2020

B
North Carolina 11/17/2020

B
Delaware 11/17/2020

B
North Dakota 11/17/2020

B
District of Columbia 11/17/2020

B
Ohio 11/18/2020

B
Florida 6/29/2017

B
Oklahoma 11/17/2020

B
Georgia 11/17/2020

B
Oregon 11/17/2020

B
Hawaii 11/17/2020

B
Pennsylvania 11/17/2020

B
Idaho 11/17/2020

B
Puerto Rico 11/17/2020

B
Illinois 6/29/2017

B
Rhode Island 11/17/2020

IA
Illinois 7/13/2018

B
South Carolina 11/17/2020

B
Indiana 11/17/2020

B
South Dakota 11/17/2020

B
Iowa 6/29/2017

B
Tennessee 11/17/2020

B
Kansas 11/17/2020

B
Texas 6/29/2017

B
Kentucky 11/17/2020

IA
Texas 7/13/2018

B
Louisiana 11/17/2020

B
Utah 11/17/2020

B
Maine 11/17/2020

B
Vermont 6/29/2017

B
Maryland 11/17/2020

B
Virgin Islands 11/17/2020

B
Massachusetts 6/29/2017

B
Virginia 6/29/2017

B
Michigan 6/29/2017

B
Washington 11/17/2020

B
Minnesota 11/17/2020

B
West Virginia 11/17/2020

B
Mississippi 11/17/2020

B
Wisconsin 6/29/2017

B
Missouri 11/17/2020

IA
Wisconsin 7/13/2018

B
Montana 11/17/2020

B
Wyoming 11/17/2020

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
401 N. MICHIGAN AVENUE STE 100, CHICAGO, IL 60611
GLENVIEW, IL
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
401 N. MICHIGAN AVENUE STE 100, CHICAGO, IL 60611
GLENVIEW, IL
Registered with this firm since 6/29/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/10/2017 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) CHICAGO, IL
B
02/01/2016 - 06/05/2017 J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CRD#:102920) CHICAGO, IL
IA
07/12/2012 - 02/24/2016 STRATEGIC ADVISERS, INC. (CRD#:104555) SCHAUMBURG, IL
B
11/26/2009 - 02/23/2016 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SCHAUMBURG, IL
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.