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Samuel Clark

Strategic Advisers LLC

Sugar Land, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

Sugar Land, TX • 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
Charles Schwab & Co., Inc. Lone Tree CO 10/2014 08/2021
Fidelity Investments Sugar Land TX 08/2021 Present
  • 10/2014 → 08/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2021 → Present
    Fidelity Investments
    Sugar Land, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-30
  • S63 Uniform Securities Agent State Law Examination
    2015-03-30
Designations
Other Names
  • Sam Clark
  • Samuel Timothy Clark

View on SEC IAPD

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