Samantha Cala

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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