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Samantha Hays

Strategic Advisers LLC

Birmingham, AL

Gardendale, AL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Gardendale, AL • 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
Wells Fargo Advisors, Llc Birmingham AL 03/2015 11/2016
Wells Fargo Clearing Services, Llc Birmingham AL 11/2016 05/2021
Fidelity Investments Birmingham AL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Birmingham, AL
  • 11/2016 → 05/2021
    Wells Fargo Clearing Services, Llc
    Birmingham, AL
  • 05/2021 → Present
    Fidelity Investments
    Birmingham, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Birmingham, AL
  • 2015-06-16 → 2021-05-26
    Wells Fargo Clearing Services, Llc
    Birmingham, AL
    Jacksonville, FL
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-16
  • S66 Uniform Combined State Law Examination
    2015-06-16
Designations
Other Names
  • Samantha Leigh Hays
  • Samantha Leigh Large
  • Samantha Hays

View on SEC IAPD

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