Samantha Macfarland
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- StarbucksJan 2021 to Jan 2021
- Comerica BankNov 2020 to Dec 2021
- UnemploymentJun 2020 to Nov 2020
- StarbucksDec 2017 to Jun 2020
- Western MarketOct 2017 to Nov 2017
- Goetz GreenhousesJul 2017 to Oct 2017
- UnemploymentNov 2016 to Jul 2017
- Goetz GreenhousesJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7494701
- Firm CRD
- 104555