Samantha Cala

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Brookhaven, NY • United States

150 Motor Parkway, Hauppauge, NY 11788 • 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

Organization	City	State	From	To
Garden Of Hope Daycare Center	West Babylon	NY	11/2014	11/2016
Axa Advisors, Llc	New York	NY	01/2017	06/2020
Unemployed	Deer Park	NY	11/2016	01/2017
Fidelity Investments	Roslyn	NY	07/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 11/2016

Garden Of Hope Daycare Center

West Babylon, NY
01/2017 → 06/2020

Axa Advisors, Llc

New York, NY
11/2016 → 01/2017

Unemployed

Deer Park, NY
07/2020 → Present

Fidelity Investments

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-15
S63	Uniform Securities Agent State Law Examination	2017-04-14

S66 Uniform Combined State Law Examination

2022-07-15
S63 Uniform Securities Agent State Law Examination

2017-04-14

Other Names

Samantha Cala
Samantha Nicole Cala

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

PENSION FUND EVALUATIONS, INC.

OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE

Danielle M DeMarco

Brett M. Heyder

Gregory Napolitano

Peter Steven Donahue

Nicholas Milvid

Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY

CHARLES SCHWAB & CO., INC. · Lake Grove, NY

WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY

LPL FINANCIAL LLC · NESCONSET, NY

EDWARD JONES · ST JAMES, NY

PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY

LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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