Samuel Whitaker
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
- Fidelity InvestmentsJun 2021 to Aug 2021
- The Way CompaniesMay 2019 to Aug 2019
- Spice VillageSep 2018 to Dec 2021
- Baylor UniversityAug 2018 to May 2022
- Buckles of TexasApr 2016 to Apr 2018
- Lifetime FitnessMay 2015 to Aug 2017
- Houston Christian HighschoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7586276
- Firm CRD
- 104555