Samuel Grudzien
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 InvestmentsMar 2022 to now
- UnemployedOct 2021 to Mar 2022
- Department of Conservation and RecreationApr 2021 to Oct 2021
- UnemployedOct 2020 to Apr 2021
- Department of Conservation and RecreationApr 2020 to Oct 2020
- Life Time FitnessAug 2019 to Mar 2020
- Tavern In the SquareApr 2019 to Oct 2019
- Town of SudburyJan 2019 to Apr 2019
- UnemployedOct 2018 to Jan 2019
- Department of Conservation and RecreationApr 2018 to Oct 2018
- Dvinci EnergyNov 2017 to May 2018
- UpsOct 2017 to Nov 2017
- Department of Conservation and RecreationApr 2017 to Oct 2017
- Wachusett Mountain Ski AreaNov 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7526619
- Firm CRD
- 104555