Sam Farhan
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- Vcexpress FinancialOct 2023 to Mar 2024
- PrimericaJan 2022 to Oct 2023
- UnemployedSep 2021 to Jan 2022
- LPL FinancialMay 2020 to Aug 2021
- TD AmeritradeJun 2018 to May 2020
- HomemakerNov 2016 to Jun 2018
- Bank of America, N.A.Aug 2015 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6127583
- Firm CRD
- 104555