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Sam Soubra

Strategic Advisers LLC

Bronx, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bronx, NY • 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
Vema Group Llc Long Island City NY 04/2014 01/2017
Unemployed Beirut 02/2017 10/2020
Adelphi Restoriation Group Astoria NY 11/2020 01/2021
Unemployed Ridgewood NY 02/2021 03/2021
David Lerner Associates Syosset NY 04/2021 10/2021
David Lerner Associatess White Plains NY 10/2021 03/2022
New York Life Insurance Company White Plains NY 03/2022 04/2022
Fidelity Investments Bronx NY 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 01/2017
    Vema Group Llc
    Long Island City, NY
  • 02/2017 → 10/2020
    Unemployed
    Beirut
  • 11/2020 → 01/2021
    Adelphi Restoriation Group
    Astoria, NY
  • 02/2021 → 03/2021
    Unemployed
    Ridgewood, NY
  • 04/2021 → 10/2021
    David Lerner Associates
    Syosset, NY
  • 10/2021 → 03/2022
    David Lerner Associatess
    White Plains, NY
  • 03/2022 → 04/2022
    New York Life Insurance Company
    White Plains, NY
  • 05/2022 → Present
    Fidelity Investments
    Bronx, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-16
S65 Uniform Investment Adviser Law Examination 2007-10-19
S63 Uniform Securities Agent State Law Examination 2005-09-08
  • S66 Uniform Combined State Law Examination
    2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2007-10-19
  • S63 Uniform Securities Agent State Law Examination
    2005-09-08
Other Names
  • Haissam Soubra
  • Haissam M Soubra
  • Sam M Soubra
  • Sam M Soubra
  • Sam T Soubra
  • Sam Soubra
  • Sam Tommy Soubra

View on SEC IAPD

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