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Samantha Tan

Strategic Advisers LLC

Los Angeles, CA

Los Angeles, CA

CRD 8221232

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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
CA RA APPROVED 2026-05-11
  • CA RA
    APPROVED
    Since 2026-05-11

Branch Locations

Los Angeles, CA • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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
Ranch House Doors Corona CA 06/2023 02/2026
Fidelity Investments Los Angeles CA 02/2026 Present
Fidelity Investments Los Angeles CA 06/2025 08/2025
Saddleback College Mission Viejo CA 12/2021 06/2023
Dover Saddlery Laguna Hills CA 09/2021 12/2021
Tesoro High School Las Flores CA 12/2020 09/2021
Nekter Juice Bar Ladera Ranch CA 08/2020 12/2020
Tesoro High School Las Flores CA 08/2016 08/2020
  • 06/2023 → 02/2026
    Ranch House Doors
    Corona, CA
  • 02/2026 → Present
    Fidelity Investments
    Los Angeles, CA
  • 06/2025 → 08/2025
    Fidelity Investments
    Los Angeles, CA
  • 12/2021 → 06/2023
    Saddleback College
    Mission Viejo, CA
  • 09/2021 → 12/2021
    Dover Saddlery
    Laguna Hills, CA
  • 12/2020 → 09/2021
    Tesoro High School
    Las Flores, CA
  • 08/2020 → 12/2020
    Nekter Juice Bar
    Ladera Ranch, CA
  • 08/2016 → 08/2020
    Tesoro High School
    Las Flores, CA
Other Businesses

OBA-127152|OrgNmn:Ranch House Doors|Org Addr:California,US|OBA Nature:Ranch House Doors designs and |Invst Rel:N|Title:Employee|Duties:Responsible for creating and managing social media content, developing and posting email campaigns, and maintaining website to support marketi|StrtDt:06-03-23|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-05
  • S66 Uniform Combined State Law Examination
    2026-05-05
Other Names
  • Samantha Tan
  • Samantha Rose Tan

View on SEC IAPD

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