Sam Farhan

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

• 08/2015 → 11/2016
  Bank Of America, N.A.
  El Cajon, CA
• 08/2015 → 11/2016
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
  El Cajon, CA
• 06/2018 → 05/2020
  Td Ameritrade
  San Diego, CA
• 11/2016 → 06/2018
  Homemaker
  San Diego, CA
• 10/2023 → 03/2024
  Vcexpress Financial
  Port Jefferson Station, NY
• 05/2020 → 08/2021
  Lpl Financial
  San Diego, CA
• 01/2022 → 10/2023
  Primerica
  San Diego, CA
• 09/2021 → 01/2022
  Unemployed
  San Diego, CA
• 03/2024 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  El Cajon, CA
• 2018-07-20 → 2020-05-14
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  Westlake, TX
• 2015-09-09 → 2016-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Cajon, CA
  San Diego, CA
  El Cajon, CA
• 2015-06-25 → 2015-07-29
  U.S. Bancorp Investments, Inc.
  El Cajon, CA

Other Businesses

OBA-108008|OrgNmn:Manifest Dream Coaching|Org Addr:San Diego,California,US|OBA Nature:Life Coaching |Invst Rel:N|Title:Sole Proprietor|Duties:Online Coaching services for people looking for clarity and motivation|StrtDt:06-15-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-108009|OrgNmn:Ebay, OfferUp, FB Marketplace, online marketplaces|Org Addr:San Diego,California,US|OBA Nature:Selling items online |Invst Rel:N|Title:NA|Duties:None|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-112140|OrgNmn:Swede Joys |Org Addr:El Cajon ,California,US|OBA Nature:Online Candy Store selling Swe|Invst Rel:N|Title:Partner|Duties:Online Store/website Management, fullfill orders, shipping product to customers |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02
• S66 Uniform Combined State Law Examination
  2023-11-30
• S63 Uniform Securities Agent State Law Examination
  2013-02-11

Other Names

• Sam Farhan
• Sam Sabah Farhan