Samantha B. Kaindi

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 06/2019
  Td Ameritrade
  Bethesda, MD
• 07/2019 → 11/2020
  T Rowe Price
  Owings Mills, MD
• 12/2020 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Montgomery Village, MD
• 2019-08-01 → 2020-11-23
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2016-10-05 → 2019-06-27
  Td Ameritrade, Inc.
  Potomac, MD
• 2016-10-05 → 2019-06-27
  Td Ameritrade Investment Management, Llc
  North Bethesda, MD
• 2012-05-23 → 2016-02-05
  Strategic Advisers Llc
  Merrimack, NH
  Washington, DC

Other Businesses

OBA-17483|OrgNmn:Boutique Black Car Service LLC|Org Addr:Montgomery,Maryland,US|OBA Nature:Livery transportation|Invst Rel:N|Title:Partner|Duties:I primarily do office related duties (filing and mantaining documents). Owner for estate purposes. In addition, starting in 2026, I will be re|StrtDt:01-01-19|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04
• S63 Uniform Securities Agent State Law Examination
  2010-04-22

Other Names

• Samantha Bianca Kerr
• Samantha Kerr
• Samantha B Kerr
• Samantha Kaindi
• Samantha Bianca Kaindi