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Samantha Jo Lalonde

Strategic Advisers LLC

Royal Oak, MI

Farmington, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Royal Oak, MI • United States

30200 Northwestern Hwy, Farmington, MI 48334-3296 • 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
Fidelity Investments Farmington MI 05/2022 Present
Tropical Smoothie Rochester MI 12/2016 02/2021
Bank Of America Virtual MI 06/2020 08/2020
Bank Of America Virtual MI 06/2021 08/2021
Rochester Mills Rochester MI 02/2018 04/2018
Unemployed Rochester MI 01/2011 11/2016
Unemployed Rochester MI 03/2020 06/2020
Unemployed Rochester MI 08/2021 05/2022
Unemployed Rochester MI 03/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Farmington, MI
  • 12/2016 → 02/2021
    Tropical Smoothie
    Rochester, MI
  • 06/2020 → 08/2020
    Bank Of America
    Virtual, MI
  • 06/2021 → 08/2021
    Bank Of America
    Virtual, MI
  • 02/2018 → 04/2018
    Rochester Mills
    Rochester, MI
  • 01/2011 → 11/2016
    Unemployed
    Rochester, MI
  • 03/2020 → 06/2020
    Unemployed
    Rochester, MI
  • 08/2021 → 05/2022
    Unemployed
    Rochester, MI
  • 03/2021 → 06/2021
    Unemployed
    Rochester, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Samantha Lalonde

View on SEC IAPD

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