Sam Blakewell
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Lewis FinancialMay 2021 to Jun 2022
- LPL Financial, LLCMay 2021 to Jun 2022
- Avantax Investment Services, Inc.Aug 2020 to May 2021
- George G Ross Cpa Pfs CfpMay 2020 to Feb 2021
- California Polytechnic State University, San Luis ObispoSep 2018 to Jun 2022
- Ismile Dental ProductsJun 2018 to Aug 2018
- Integrated ComfortJun 2017 to Aug 2017
- Davis Senior High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7262754
- Firm CRD
- 104555