Samuel L. Silvestri

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

• 12/2023 → 05/2024
  Student
  Fayetteville, AR
• 06/2025 → Present
  Fidelity Investments
  Westlake, TX
• 06/2023 → 08/2023
  Grapevine Golf Course
  Grapevine, TX
• 05/2014 → 06/2019
  Student
  Southlake, TX
• 08/2023 → 12/2023
  Crossfit Fayettevil
  Fayetteville, AR
• 07/2019 → 05/2020
  Unemployed
  Clarksville, AR
• 06/2019 → 07/2019
  Smoothie King
  Southlake, TX
• 05/2020 → 08/2022
  Southlake Baseball Academy
  Southlake, TX
• 05/2024 → 06/2025
  Grapevine Golf Course
  Grapevine, TX
• 08/2022 → 06/2023
  Student
  Clarksville, AR

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26
• S63 Uniform Securities Agent State Law Examination
  2025-09-11

Other Names

• Samuel Silvestri
• Samuel Lee Silvestri