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Samantha Weber

Strategic Advisers LLC

Alexandria, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • KY RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

Alexandria, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Covington KY 11/2020 Present
Psp Foods Freddy's Frozen Custard And Steakburgers Cincinnati OH 10/2015 10/2020
Lyft Florence KY 10/2020 11/2020
Monat Global Florence KY 10/2018 11/2020
  • 11/2020 → Present
    Fidelity Investments
    Covington, KY
  • 10/2015 → 10/2020
    Psp Foods Freddy's Frozen Custard And Steakburgers
    Cincinnati, OH
  • 10/2020 → 11/2020
    Lyft
    Florence, KY
  • 10/2018 → 11/2020
    Monat Global
    Florence, KY
Other Businesses

OBA-116508|OrgNmn:Insta-cart|Org Addr:Alexandria,Kentucky,US|OBA Nature:Delivery of goods|Invst Rel:N|Title:Delivery|Duties:Delivery of goods|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-13
S63 Uniform Securities Agent State Law Examination 2021-05-10
  • S66 Uniform Combined State Law Examination
    2026-01-13
  • S63 Uniform Securities Agent State Law Examination
    2021-05-10
Other Names
  • Samantha Jo Bond
  • Samantha Jo Weber
  • Samantha Weber

View on SEC IAPD

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