Samuel Lewis Kozlowski
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- University of Central Oklahoma, Joe HightJan 2024 to May 2024
- The Vista, University of Central Oklahoma, Advisor George LangAug 2023 to May 2024
- Ucentral News, University of Central OklahomaAug 2023 to Apr 2024
- Guthrie News Leader, the Edmond WayJun 2023 to May 2024
- Red Earth, Inc.Jan 2023 to May 2024
- Legacy Dry CleanersAug 2022 to May 2024
- Kfor News 4Aug 2022 to Dec 2022
- Red Earth, Inc.Apr 2022 to Aug 2022
- Tazikis Mediterranean CafeJan 2020 to Feb 2022
- Archdiocese of Oklahoma CityMay 2017 to Jul 2019
- Uco, Edmond Memorial High School, St Elizabeth Ann Seton SchoolAug 2008 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7949038
- Firm CRD
- 104555