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Samuel Overly

Strategic Advisers LLC

Rocklin, CA

Roseville, 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

Rocklin, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 06/2017 10/2022
United Parcel Services (Ups) San Ramon CA 12/2016 01/2017
Ohio University Athens OH 08/2013 04/2017
Contemporary Svcs Columbus OH 03/2015 12/2016
Bank Of America, N.A. San Francisco CA 08/2018 10/2022
Fidelity Investments Sacramento CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 12/2016 → 01/2017
    United Parcel Services (Ups)
    San Ramon, CA
  • 08/2013 → 04/2017
    Ohio University
    Athens, OH
  • 03/2015 → 12/2016
    Contemporary Svcs
    Columbus, OH
  • 08/2018 → 10/2022
    Bank Of America, N.A.
    San Francisco, CA
  • 10/2022 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-19
  • S66 Uniform Combined State Law Examination
    2017-10-19
Other Names
  • Samuel J Overly
  • Samuel Overly
  • Samuel James Overly

View on SEC IAPD

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