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Sage N
Series 66
Camden, ME
Fidelity
Sage Nash is a financial advisor at Fidelity with three years of industry experience. They hold a Series 66 designation and have previously worked at KeyBank, NA, Gorham Savings Bank, and Bank of America. Nash’s background also includes a role outside financial services at Forever 21. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and incorporates systematic methodologies and oversight in its advisory approach.
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