Samantha Macfarland

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Fidelity Investments
  Ann Arbor, MI
• 11/2020 → 12/2021
  Comerica Bank
  Detroit, MI
• 01/2021 → 01/2021
  Starbucks
  Detroit, MI
• 06/2020 → 11/2020
  Unemployment
  St. Clair Shores, MI
• 12/2017 → 06/2020
  Starbucks
  Detroit, MI
• 10/2017 → 11/2017
  Western Market
  Ferndale, MI
• 07/2017 → 10/2017
  Goetz Greenhouses
  Riga, MI
• 11/2016 → 07/2017
  Unemployment
  Plymouth, MI
• 07/2016 → 11/2016
  Goetz Greenhouses
  Riga, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-29
• S63 Uniform Securities Agent State Law Examination
  2022-07-12

Other Names

• Samantha Macfarland
• Sam Macfarland
• Samantha Lynn Macfarland