Samuel Preston Watts
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Charles Schwab & Co., Inc.Sep 2023 to Aug 2024
- Toxic BurgerMay 2022 to Aug 2023
- H&mMar 2022 to May 2022
- Full Time EducationAug 2021 to Feb 2022
- Big 5Jun 2021 to Sep 2021
- TargetJun 2021 to Jul 2021
- Full Time EducationJul 2020 to Jun 2021
- Whole FoodsMar 2020 to Jul 2020
- Full Time EducationAug 2019 to Mar 2020
- Tilly'sMay 2019 to Aug 2019
- Full Time EducationOct 2018 to Jun 2019
- Tj MaxxApr 2018 to Sep 2018
- Full Time EducationSep 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7802716
- Firm CRD
- 104555