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Samm Rodney Hannula

Investment adviser representative at Strategic Advisers LLC
19 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

19 years in the industry.

  1. Strategic Advisers LLCAug 2026 to now
  2. Fidelity InvestmentsJul 2026 to now
  3. Equitable AdvisorsNov 2025 to Jul 2026
  4. UnemployedMay 2025 to Nov 2025
  5. Full-time EducationOct 2024 to May 2025
  6. Fester & ChapmanMay 2024 to Oct 2024
  7. Full-time EducationAug 2023 to May 2024
  8. Techtronic IndustriesJun 2023 to Aug 2023
  9. Full-time EducationAug 2022 to Jun 2023
  10. Home DepotMay 2022 to Aug 2022
  11. Full-time EducationAug 2007 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8182611
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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