Vikhar Samad

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

• 08/2016 → 07/2017
  Edward Jones
  St Louis, MO
• 11/2014 → 07/2017
  Jcc
  Metairie, LA
• 07/2017 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 09/2017 → 10/2018
  Bank Of America, N.A.
  Northbrook, IL
• 10/2018 → 10/2024
  Charles Schwab & Co., Inc.
  Troy, MI
• 10/2018 → 10/2024
  Charles Schwab Bank, Ssb
  Troy, MI
• 10/2024 → Present
  Fidelity Investments
  Ann Arbor, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI
• 2018-10-29 → 2024-11-08
  Charles Schwab & Co., Inc.
  Northbrook, IL
  Troy, MI
  Northbrook, IL
• 2017-08-10 → 2018-10-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
  Chicago, IL
  Chicago, IL
  Northbrook, IL
• 2016-10-28 → 2017-07-10
  Edward Jones
  Metairie, LA
  St Louis, MO
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-10-26

Other Names

• Vikhar Abdul Samad
• Vikhar Samad