Dante Sammarco
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 InvestmentsJun 2022 to now
- Valic Financial Advisors, IncJul 2020 to May 2022
- Lighthouse Planning ConsultantsAug 2019 to Mar 2020
- Northwestern MutualMay 2019 to Jul 2019
- Constellation CulinaryAug 2018 to Jun 2022
- Temple UniversityJan 2018 to May 2020
- Sam's ClubJun 2017 to Aug 2017
- Penn State Lehigh ValleyAug 2016 to Dec 2017
- ShopriteJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7092241
- Firm CRD
- 104555