Samantha D Schell
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Samantha D Schell? Claim your profile
Contact this firm
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 2024 to now
- MML Investors Services, LLCJun 2021 to Jun 2024
- Blue Steel Volleyball ClubOct 2020 to Jul 2024
- Massmutual Life Insurance CoSep 2020 to Jun 2024
- Arbonne InternationalOct 2019 to Jul 2024
- Graceland UniversityJun 2016 to May 2020
- The EdgeDec 2014 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7389329
- Firm CRD
- 104555