Samuel L. Silvestri
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 LLCJul 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Grapevine Golf CourseMay 2024 to Jun 2025
- StudentDec 2023 to May 2024
- Crossfit FayettevilAug 2023 to Dec 2023
- Grapevine Golf CourseJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- Southlake Baseball AcademyMay 2020 to Aug 2022
- UnemployedJul 2019 to May 2020
- Smoothie KingJun 2019 to Jul 2019
- StudentMay 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8115379
- Firm CRD
- 104555