Samuel A. Hinson
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedJul 2025 to Sep 2025
- Keenan FinancialAug 2024 to Jul 2025
- TrustageJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- The Double UJul 2022 to Aug 2024
- Baker Tilly Search and StaffingMay 2022 to Aug 2022
- University of Wisconsin - MadisonSep 2020 to May 2024
- MenardsMay 2020 to Aug 2020
- Marshfield High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7767661
- Firm CRD
- 104555