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Samuel Kasten

Strategic Advisers LLC

Manchester, NH

Merrimack, NH

CRD 8189637

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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
NH RA APPROVED 2026-04-10
TX RA APPROVED 2026-04-10
  • NH RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

Manchester, NH • 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
Trinity Solar Wilmington MA 09/2018 03/2019
Wordstream Boston MA 03/2021 11/2021
Unemployed Boston MA 04/2020 12/2020
Manchester Police Department Manchester NH 11/2021 10/2025
Muhlenberg College Allentown PA 08/2014 10/2018
Worldwide Express Boston MA 12/2020 12/2020
Toast, Inc. Boston MA 03/2019 04/2020
Chipotle Mexican Grill Allentown PA 06/2018 09/2018
Fidelity Investments Merrimack NH 11/2025 Present
Unemployed Boston MA 12/2020 03/2021
Cintas Corporation Emmaus PA 06/2017 08/2017
  • 09/2018 → 03/2019
    Trinity Solar
    Wilmington, MA
  • 03/2021 → 11/2021
    Wordstream
    Boston, MA
  • 04/2020 → 12/2020
    Unemployed
    Boston, MA
  • 11/2021 → 10/2025
    Manchester Police Department
    Manchester, NH
  • 08/2014 → 10/2018
    Muhlenberg College
    Allentown, PA
  • 12/2020 → 12/2020
    Worldwide Express
    Boston, MA
  • 03/2019 → 04/2020
    Toast, Inc.
    Boston, MA
  • 06/2018 → 09/2018
    Chipotle Mexican Grill
    Allentown, PA
  • 11/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2020 → 03/2021
    Unemployed
    Boston, MA
  • 06/2017 → 08/2017
    Cintas Corporation
    Emmaus, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
  • S66 Uniform Combined State Law Examination
    2026-04-07

View on SEC IAPD

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