Samuel Connor Clurman

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

• 08/2014 → 06/2020
  The Wheeler School
  Providence, RI
• 06/2016 → 08/2019
  Town Of Wellfeet
  Wellfleet, MA
• 06/2020 → 08/2020
  Winslow'S Tavern
  Wellfleet, MA
• 08/2020 → 06/2024
  Brandeis University
  Waltham, MA
• 06/2021 → 08/2021
  Winslow'S Tavern
  Wellfleet, MA
• 06/2022 → 08/2022
  Igt
  Providence, RI
• 06/2022 → 08/2022
  Cisco Brewers
  Boston, MA
• 04/2023 → 06/2023
  Lizzy'S Homemade Ice Cream
  Waltham, MA
• 06/2023 → 08/2023
  Fidelity Investments
  Newton, MA
• 06/2024 → 08/2024
  Unemployed
  Providence, RI
• 08/2024 → Present
  Fidelity Investments
  Newton, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Chestnut Hill, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-20

Other Names

• Samuel C Clurman