Candida Sampson
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 InvestmentsAug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to May 2023
- Cherrywood DentalJan 2021 to Jul 2022
- Vargas Dental AssociatesAug 2020 to Jan 2021
- Rochelle E Hackley DdsJun 2020 to Aug 2020
- Conley Family DentistryFeb 2019 to Jun 2020
- Prince George's Plaza DentalOct 2018 to Feb 2019
- Olive OleJun 2018 to Oct 2018
- Sally Beauty Supply LLCApr 2018 to May 2018
- Hygia Health ServicesJun 2017 to Jun 2018
- Confident Smiles of GermantwonMay 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7595603
- Firm CRD
- 104555