Samantha Jayne Martin

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

• 05/2020 → Present
  Fidelity Investments
  Covington, KY
• 07/2016 → 05/2020
  Freed-Hardeman University
  Henderson, TN
• 06/2019 → 08/2019
  Pwc
  Washington, DC
• 05/2017 → 01/2019
  Kroger
  Florence, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-05

Other Names

• Samantha Jayne Mcmillan
• Samantha Mcmillan