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Samuel Anton Goerss

Strategic Advisers LLC

San Jose, CA

Palo Alto, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Jose, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Axa-Advisors, Llc New York NY 04/2016 01/2019
Insure Protective Security Pleasanton CA 11/2015 11/2016
E*Trade Securities Llc Palo Alto CA 01/2019 01/2020
E*Trade Capital Management Llc Palo Alto CA 01/2019 01/2020
Dickerson Insurance Services Los Angeles CA 08/2018 04/2020
Fidelity Brokerage Services Palo Alto CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 01/2019
    Axa-Advisors, Llc
    New York, NY
  • 11/2015 → 11/2016
    Insure Protective Security
    Pleasanton, CA
  • 01/2019 → 01/2020
    E*Trade Securities Llc
    Palo Alto, CA
  • 01/2019 → 01/2020
    E*Trade Capital Management Llc
    Palo Alto, CA
  • 08/2018 → 04/2020
    Dickerson Insurance Services
    Los Angeles, CA
  • 05/2020 → Present
    Fidelity Brokerage Services
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2019-01-28 → 2020-01-22
    Harrisdirect Llc
    Palo Alto, CA
    Arlington, VA
  • 2016-04-28 → 2019-01-22
    Equitable Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-12
  • S66 Uniform Combined State Law Examination
    2013-04-12
Other Names
  • Sam Goerss

View on SEC IAPD

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