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Samuel Raymond Trotta

Strategic Advisers LLC

Covington, KY

Hamilton, OH

CRD 8220885

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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
OH RA APPROVED 2026-05-13
KY RA APPROVED 2026-05-12
TX RA APPROVED 2026-05-12
  • OH RA
    APPROVED
    Since 2026-05-13
  • KY RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-12

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Hamilton, OH • 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
Fidelity Investments Covington KY 08/2024 Present
W. W. Grainger Fairfield OH 07/2022 07/2024
Marco'S Pizza Cincinnati OH 05/2018 08/2022
St. Xavier High School Cincinnati OH 01/2016 05/2020
Doordash Inc Oxford OH 08/2021 07/2024
Miami University Oxford OH 08/2020 05/2024
  • 08/2024 → Present
    Fidelity Investments
    Covington, KY
  • 07/2022 → 07/2024
    W. W. Grainger
    Fairfield, OH
  • 05/2018 → 08/2022
    Marco'S Pizza
    Cincinnati, OH
  • 01/2016 → 05/2020
    St. Xavier High School
    Cincinnati, OH
  • 08/2021 → 07/2024
    Doordash Inc
    Oxford, OH
  • 08/2020 → 05/2024
    Miami University
    Oxford, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-08
  • S66 Uniform Combined State Law Examination
    2026-05-08
Other Names
  • Samuel Trotta

View on SEC IAPD

Nearby Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY

Nearby Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY

More in Covington, KY

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