Samuel Bruggemann
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityAug 2022 to now
- CintasAug 2019 to Jul 2022
- UnemployedMay 2019 to Aug 2019
- HbseAug 2018 to May 2019
- Kentucky SpeedwayMay 2018 to Jul 2018
- Tsc ApparelFeb 2018 to Apr 2018
- Full Time StudentOct 2017 to Feb 2018
- Nelson Dining HallSep 2017 to Oct 2017
- Kentucky SpeedwayMay 2017 to Jul 2017
- Full-time StudentAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7607445
- Firm CRD
- 104555