Samuel Freedman
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Amplified Planning, Hannah MooreJun 2023 to Sep 2023
- Banfield Pet HospitalJun 2022 to Jul 2023
- College StudentSep 2020 to May 2024
- RoverSep 2020 to Mar 2024
- Samuel FreedmanSep 2020 to Mar 2024
- UnemployedJun 2020 to Sep 2020
- Best Friends Pet CareSep 2018 to Jun 2020
- Ben and JerrysJun 2018 to Sep 2018
- UnemployedFeb 2017 to Jun 2018
- High School StudentAug 2016 to Jun 2020
- Craig Sutton EntertainmentJun 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7937804
- Firm CRD
- 104555