Angela Sampson
Investment adviser representative at Strategic Advisers LLC
6 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
6 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsMar 2021 to now
- Tranquille Hair and BodyMar 2021 to Mar 2021
- UnemployedSep 2020 to Mar 2021
- T. Rowe PriceApr 2020 to Sep 2020
- Blackburn and RileyDec 2019 to Mar 2020
- Baltimore County Register of WillsMay 2019 to Mar 2020
- Coca-cola Honest TeaJun 2018 to Aug 2018
- Philadelphia District Attorneys OfficeJun 2017 to Aug 2017
- Mount Saint Mary's UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7244675
- Firm CRD
- 104555