Samuel Connor Clurman
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Lizzy's Homemade Ice CreamApr 2023 to Jun 2023
- Cisco BrewersJun 2022 to Aug 2022
- IgtJun 2022 to Aug 2022
- Winslow's TavernJun 2021 to Aug 2021
- Brandeis UniversityAug 2020 to Jun 2024
- Winslow's TavernJun 2020 to Aug 2020
- Town of WellfeetJun 2016 to Aug 2019
- The Wheeler SchoolAug 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7975634
- Firm CRD
- 104555