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Samuel R. Van Leuven

Strategic Advisers LLC

The Woodlands, TX

The Woodlands, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

The Woodlands, TX • 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 Jacksonville FL 10/2015 11/2016
Bank Of America, N.A. Jacksonville FL 12/2015 11/2016
Scottrade, Inc. Tulsa OK 01/2017 02/2018
Td Ameritrade, Inc. Tulsa OK 02/2018 11/2020
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 11/2020
Fidelity Investments The Woodlands TX 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 12/2015 → 11/2016
    Bank Of America, N.A.
    Jacksonville, FL
  • 01/2017 → 02/2018
    Scottrade, Inc.
    Tulsa, OK
  • 02/2018 → 11/2020
    Td Ameritrade, Inc.
    Tulsa, OK
  • 02/2018 → 11/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 11/2020 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
  • 2018-02-27 → 2020-11-24
    Td Ameritrade, Inc.
    Tulsa, OK
    San Antonio, TX
  • 2018-02-26 → 2020-11-24
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Tulsa, OK
    San Antonio, TX
  • 2017-01-30 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2016-01-19 → 2016-12-22
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-08
  • S66 Uniform Combined State Law Examination
    2016-01-08
Other Names
  • Sam Ray Van Leuven
  • Samuel R Van Leuven
  • Sam Van Leuven
  • Samuel Ray Van Leuven

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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