Samuel Henry Siegal
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- University of New HampshireJan 2022 to May 2022
- The MatterhornDec 2021 to Jan 2022
- University BookstoreAug 2021 to Dec 2021
- New England Household Moving and StorageMay 2021 to Aug 2021
- University of New HampshireSep 2020 to May 2021
- Higginbotham Enterprises IncSep 2020 to Nov 2020
- UnemployedMay 2020 to Sep 2020
- University of New HampshireSep 2019 to May 2020
- New England Household Moving and StorageMay 2019 to Sep 2019
- University of New HampshireSep 2018 to May 2019
- New England Household Moving and StorageMay 2018 to Sep 2018
- Donelan's SupermarketJul 2016 to May 2018
- Natick High SchoolSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7582397
- Firm CRD
- 104555