Samuel Kasten
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 LLCApr 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Manchester Police DepartmentNov 2021 to Oct 2025
- WordstreamMar 2021 to Nov 2021
- Worldwide ExpressDec 2020 to Dec 2020
- UnemployedApr 2020 to Mar 2021
- Toast, Inc.Mar 2019 to Apr 2020
- Trinity SolarSep 2018 to Mar 2019
- Chipotle Mexican GrillJun 2018 to Sep 2018
- Cintas CorporationJun 2017 to Aug 2017
- Muhlenberg CollegeAug 2014 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 8189637
- Firm CRD
- 104555