Sam Edward Abell

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

• 12/2019 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2016 → 11/2019
  Fedex
  Hamilton, NJ
• 09/2014 → 09/2016
  Unemployed
  Princeton, NJ
• 08/2021 → Present
  Fidelity Investments
  Princeton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2020-10-30 → 2021-07-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Other Names

• Sam Al Habbal
• Issam Alhabbal
• Sam Abell