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Samuel Rutherford

Strategic Advisers LLC

Lake Elmo, MN

Oakdale, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lake Elmo, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
Northwestern Mutual Investment Services, Llc Minneapolis MN 07/2014 02/2022
Mark Heurung Minneapolils MN 07/2014 04/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2014 04/2019
Molly Murphy Minneapolis MN 04/2019 02/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2020 02/2022
Fidelity Investments Oakdale MN 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 02/2022
    Northwestern Mutual Investment Services, Llc
    Minneapolis, MN
  • 07/2014 → 04/2019
    Mark Heurung
    Minneapolils, MN
  • 08/2014 → 04/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2019 → 02/2022
    Molly Murphy
    Minneapolis, MN
  • 04/2020 → 02/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2022 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-25
  • S66 Uniform Combined State Law Examination
    2011-02-25
Designations
Other Names
  • Samuel S Rutherford
  • Samuel Rutherford

View on SEC IAPD

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