Samantha Jo Wanta
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UpsNov 2024 to Dec 2024
- UnemployedAug 2024 to Nov 2024
- Philmont Scout RanchMay 2024 to Aug 2024
- California Nurses AssociationDec 2018 to May 2024
- Westphal StaffingJul 2018 to Jul 2018
- 2510 RestaurantJun 2018 to Nov 2018
- Sweets On ThirdJun 2018 to Aug 2018
- Unite Here Local 274Jun 2017 to Apr 2018
- Pa Student Power NetworkNov 2016 to May 2017
- City of PhiladelphiaJun 2016 to Dec 2016
- StudentSep 2014 to May 2018
- Ursinus CollegeSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 8034998
- Firm CRD
- 104555