Samuel Boyle

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

11 years in the industry.

1. Strategic Advisers LLCJan 2026 to now
2. Fidelity InvestmentsSep 2025 to now
3. Palace TheatreOct 2024 to Nov 2024
4. Krystal BallroomJan 2024 to Sep 2025
5. Princess CruisesMar 2023 to Jan 2024
6. UnemployedNov 2022 to Mar 2023
7. Palace TheatreNov 2022 to Dec 2022
8. Azamara CruisesNov 2021 to Nov 2022
9. ElmoJul 2021 to Nov 2021
10. EquinoxMay 2021 to Nov 2021
11. AritziaMay 2021 to Aug 2021
12. East Series LLCApr 2021 to Jun 2021
13. Dutch Apple Dinner TheatreFeb 2021 to Apr 2021
14. Broadway Palm Dinner TheatreDec 2020 to Feb 2021
15. LululemonSep 2020 to Dec 2020
16. UnemployedMar 2020 to Sep 2020
17. Little Theatre On the SquareFeb 2020 to Mar 2020
18. The Wick TheatreDec 2019 to Jan 2020
19. Palace TheatreOct 2019 to Dec 2019
20. Interlakes Summer TheatreJul 2019 to Aug 2019
21. Seacoast Repertory TheatreMay 2019 to Aug 2019
22. Interlakes Summer TheatreJun 2018 to Aug 2018
23. Silver Center for the ArtsAug 2017 to May 2019
24. Patrick Dorow ProductionsJun 2017 to Aug 2017
25. Derry School DistrictMay 2017 to Sep 2019
26. Plymouth State UniversityAug 2015 to May 2019

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NH, TX).

Strategic Advisers LLC

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

8164964

Firm CRD

104555