Samantha Mosher
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 LLCJul 2026 to now
- Fidelity Brokerage Services LLCJul 2026 to now
- Fidelity InvestmentsJul 2026 to now
- JPMorgan ChaseApr 2023 to Jun 2026
- Renaissance Financial/minnesota Life/securianOct 2022 to Mar 2023
- UnemployedMay 2022 to Oct 2022
- Northern Arizona UniversityAug 2021 to May 2022
- Bank of the WestMay 2021 to Aug 2021
- Waddell's Longhorn CorralJun 2020 to Mar 2022
- MarshallsDec 2019 to Mar 2020
- Follett CorporationNov 2019 to May 2021
- SubwayMay 2019 to Nov 2019
- Northern Arizona UniversityJan 2019 to Dec 2019
- Panda ExpressFeb 2018 to Apr 2019
- UnemployedJul 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7590006
- Firm CRD
- 104555