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Samuel Lincoln Myers

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsMar 2025 to now
  3. Fidelity Brokerage Services LLCJul 2023 to now
  4. 3m CompanyApr 2022 to Aug 2022
  5. YounglifeJun 2021 to Jun 2021
  6. Baylor UniversityAug 2020 to May 2023
  7. Nissan of New BraunfelsMay 2020 to Aug 2020
  8. New Braunfels Smoke HouseDec 2019 to Jan 2021
  9. Wichita State UniversityAug 2019 to May 2020
  10. The Home DepotFeb 2019 to Aug 2019
  11. Bill Miller BbqMar 2018 to Aug 2018
  12. New Braunfels Farmers MarketSep 2017 to Feb 2018
  13. Canyon High SchoolAug 2017 to Jun 2019
  14. Mcdonald'sMar 2017 to Jul 2017
  15. Cary-grove High SchoolAug 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7788275
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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