Andrew Samori

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

• 07/2020 → 09/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2017 → 08/2019
  R-Way Moving And Storage
  Pearl River, NY
• 08/2016 → 05/2020
  Student
  Oneonta, NY
• 09/2020 → 09/2021
  Cetera Investment Advisers Llc
  Pearl River, NY
• 09/2021 → Present
  Fidelity Investments
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Austin, TX
• 2021-04-12 → 2021-09-17
  Cetera Investment Advisers Llc
  Pearl River, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-20
• S63 Uniform Securities Agent State Law Examination
  2020-08-03

Other Names

• Andrew Michael Samori
• Andrew Samori