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Samantha Macfarland

Strategic Advisers LLC

Ann Arbor, MI

Plymouth, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-18
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-18
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Plymouth, MI • 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 Ann Arbor MI 01/2022 Present
Comerica Bank Detroit MI 11/2020 12/2021
Starbucks Detroit MI 01/2021 01/2021
Unemployment St. Clair Shores MI 06/2020 11/2020
Starbucks Detroit MI 12/2017 06/2020
Western Market Ferndale MI 10/2017 11/2017
Goetz Greenhouses Riga MI 07/2017 10/2017
Unemployment Plymouth MI 11/2016 07/2017
Goetz Greenhouses Riga MI 07/2016 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-29
S63 Uniform Securities Agent State Law Examination 2022-07-12
  • 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

View on SEC IAPD

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Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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