Samuel Garrabrant

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

• 06/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2021 → 08/2021
  Tree House Brewing Company
  Sandwich, MA
• 05/2019 → 08/2019
  Supercharged Entertainment
  Wrentham, MA
• 04/2018 → 08/2018
  Normandy Farms Campground
  Foxborough, MA
• 05/2017 → 08/2017
  Walgreens Co.
  Foxborough, MA
• 04/2016 → 09/2016
  W Fitness
  Foxborough, MA
• 06/2020 → 08/2020
  Unemployment
  Plainville, MA
• 09/2018 → 05/2019
  Westfield State University
  Westfield, MA
• 08/2019 → 05/2022
  University Of Massachusetts Amherst
  Amherst, MA
• 09/2014 → 06/2018
  Foxborough High School
  Foxborough, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-04-22
• S63 Uniform Securities Agent State Law Examination
  2023-05-11

Other Names

• Samuel Robert Garrabrant
• Samuel Garrabrant