Shivam Sami

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

• 06/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vallejo, CA
• 06/2019 → 09/2021
  Bank Of America N.A.
  Vallejo, CA
• 05/2018 → 05/2019
  Unemployed
  Costa Mesa, CA
• 03/2017 → 04/2018
  Lg Electronics
  Costa Mesa, CA
• 10/2013 → 03/2017
  Bestbuy
  Westminster, CA
• 06/2022 → Present
  Fidelity Investments
  Campbell, CA
• 09/2021 → 06/2022
  Unemployed
  Vallejo, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Campbell, CA
• 2020-11-23 → 2021-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vallejo, CA
  New York, NY
  Vallejo, CA
  American Canyon, CA

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2020-11-19

Designations

• Certified Financial Planner