Samuel R. Connett
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Orangetheory FitnessFeb 2023 to May 2023
- Vonlehman & Company Inc.Aug 2022 to Dec 2022
- Great American Insurance GroupMar 2021 to Jul 2022
- Anthem, Inc.Aug 2020 to Dec 2020
- University of Cincinnati - StudentAug 2019 to Apr 2023
- Dick's Sporting GoodsMay 2019 to Aug 2020
- Skyline ChiliApr 2017 to May 2019
- ST. Henry District High School - StudentAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7768358
- Firm CRD
- 104555