Samantha Mary Adams

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-09
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MA RA
APPROVED

Since 2025-12-09
NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Acton, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Wells Fargo Securities	New York	NY	03/2015	05/2018
Axiom Learning	San Francisco	CA	06/2018	07/2018
Exploring A Potential Business Opportunity & Traveling	New York	NY	08/2018	02/2019
Fidelity Investments	New York	NY	03/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2015 → 05/2018

Wells Fargo Securities

New York, NY
06/2018 → 07/2018

Axiom Learning

San Francisco, CA
08/2018 → 02/2019

Exploring A Potential Business Opportunity & Traveling

New York, NY
03/2019 → Present

Fidelity Investments

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-01-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-18
S63	Uniform Securities Agent State Law Examination	2013-10-23

S66 Uniform Combined State Law Examination

2021-08-18
S63 Uniform Securities Agent State Law Examination

2013-10-23

Other Names

Samantha Adams
Samantha Mary Adams

View on SEC IAPD

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