Samuel Elliott Derrickson
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Group PublishingNov 2022 to Jan 2023
- Donnys Moving ServicesJun 2022 to Oct 2022
- Suh SushiAug 2021 to Aug 2021
- Brother Bar and GrillJul 2021 to Aug 2021
- All My Sons MovingJun 2021 to Jul 2021
- Hot Wok CafeNov 2019 to Oct 2022
- DoordashAug 2019 to Jan 2023
- D.P. DoughAug 2019 to Nov 2019
- Sanborn Western CampsMay 2019 to Aug 2019
- Colorado State University GardenNov 2018 to May 2019
- Cheyenne Mountain HighschoolAug 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7697999
- Firm CRD
- 104555