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Samantha Wentland

Strategic Advisers LLC

Canton, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Canton, CT • 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 Stamford CT 05/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → Present
    Fidelity Investments
    Stamford, CT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Canton, CT
  • 2013-05-15 → 2018-07-13
    Strategic Advisers Llc
    Stamford, CT
    West Hartford, CT
  • 2010-04-22 → 2013-04-23
    People'S Securities, Inc.
    Bridgeport, CT
  • 2009-06-18 → 2010-01-19
    Waddell & Reed
    Hamden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-17
  • S66 Uniform Combined State Law Examination
    2009-06-17
Other Names
  • Samantha Geist
  • Samantha Leigh Geist
  • Samantha Leigh Wentland

View on SEC IAPD

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