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Samuel Summer

Strategic Advisers LLC

Greenville, DE

Wilmington, DE

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-06-01
TX RA APPROVED 2026-06-01
  • DE RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2026-06-01

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Wilmington, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Philadelphia PA 09/2025 03/2026
S&S Warehouse And Delivery Garden City Park NY 05/2021 08/2025
Banana Republic Factory Garden City NY 06/2022 08/2022
Binghamton University Vestal NY 08/2021 05/2025
Floral Park Memorial High School Floral Park NY 09/2015 06/2021
Fidelity Investments Greenville DE 03/2026 Present
  • 09/2025 → 03/2026
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 05/2021 → 08/2025
    S&S Warehouse And Delivery
    Garden City Park, NY
  • 06/2022 → 08/2022
    Banana Republic Factory
    Garden City, NY
  • 08/2021 → 05/2025
    Binghamton University
    Vestal, NY
  • 09/2015 → 06/2021
    Floral Park Memorial High School
    Floral Park, NY
  • 03/2026 → Present
    Fidelity Investments
    Greenville, DE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-03
S65 Uniform Investment Adviser Law Examination 2025-08-14
  • S63 Uniform Securities Agent State Law Examination
    2026-02-03
  • S65 Uniform Investment Adviser Law Examination
    2025-08-14
Other Names
  • Samuel Summer
  • Samuel Joseph Summer

View on SEC IAPD

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JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

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