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Samuel Soderman

Strategic Advisers LLC

Houston, TX

Pearland, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837 • United States

Pearland, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Houston TX 04/2004 02/2018
Td Ameritrade, Inc. Webster TX 02/2018 01/2021
The Vanguard Group, Inc. Scottsdale AZ 08/2021 09/2021
Unemployed Houston TX 01/2021 07/2021
Fidelity Brokerage Services Llc Friendswood TX 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2004 → 02/2018
    Scottrade, Inc.
    Houston, TX
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Webster, TX
  • 08/2021 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2021 → 07/2021
    Unemployed
    Houston, TX
  • 09/2021 → Present
    Fidelity Brokerage Services Llc
    Friendswood, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
  • 2021-08-30 → 2021-10-22
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 2018-02-27 → 2021-01-11
    Td Ameritrade, Inc.
    Webster, TX
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Webster, TX
  • 2017-02-21 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-21
S63 Uniform Securities Agent State Law Examination 2007-03-20
  • S66 Uniform Combined State Law Examination
    2017-02-21
  • S63 Uniform Securities Agent State Law Examination
    2007-03-20
Other Names
  • Sam Soderman
  • Samuel Martin Soderman
  • Samuel Soderman
  • Samuel M Soderman

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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