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Sam Jefferson

Strategic Advisers LLC

Boston, MA

Merrimack, NH

CRD 8183473

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
NH RA APPROVED 2026-01-19
TX RA APPROVED 2026-01-19
  • MA RA
    APPROVED
    Since 2026-01-23
  • NH RA
    APPROVED
    Since 2026-01-19
  • TX RA
    APPROVED
    Since 2026-01-19

Branch Locations

Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Colby College Waterville ME 08/2016 05/2020
Unemployed Newton MA 06/2020 08/2020
Unemployed Newton MA 09/2021 12/2021
Unemployed Newton MA 09/2025 09/2025
Brandeis University Economics Department Waltham MA 06/2018 08/2018
University College London London 09/2020 08/2021
Kambi Philadelphia PA 01/2022 08/2025
Eop Group Washington, Dc DC 06/2019 08/2019
Colby College Education Department Waterville ME 08/2016 05/2018
Fidelity Investments Merrimack NH 10/2025 Present
  • 08/2016 → 05/2020
    Colby College
    Waterville, ME
  • 06/2020 → 08/2020
    Unemployed
    Newton, MA
  • 09/2021 → 12/2021
    Unemployed
    Newton, MA
  • 09/2025 → 09/2025
    Unemployed
    Newton, MA
  • 06/2018 → 08/2018
    Brandeis University Economics Department
    Waltham, MA
  • 09/2020 → 08/2021
    University College London
    London
  • 01/2022 → 08/2025
    Kambi
    Philadelphia, PA
  • 06/2019 → 08/2019
    Eop Group
    Washington, Dc, DC
  • 08/2016 → 05/2018
    Colby College Education Department
    Waterville, ME
  • 10/2025 → Present
    Fidelity Investments
    Merrimack, NH
Other Businesses

OBA-124351|OrgNmn:Tutoring Business|Org Addr:Boston,Massachuse,US|OBA Nature:Tutoring students and working |Invst Rel:N|Title:Tutor|Duties:Tutor students and working professionals|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28
Other Names
  • Sam Jefferson
  • Samuel Jefferson

View on SEC IAPD

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