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Samuel Henry Siegal

Strategic Advisers LLC

Providence, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
The Matterhorn Stowe VT 12/2021 01/2022
University Bookstore Durham NH 08/2021 12/2021
New England Household Moving And Storage Holliston MA 05/2021 08/2021
University Of New Hampshire Durham NH 09/2020 05/2021
Unemployed Natick MA 05/2020 09/2020
University Of New Hampshire Durham NH 09/2019 05/2020
New England Household Moving And Storage Holliston NH 05/2019 09/2019
University Of New Hampshire Durham NH 09/2018 05/2019
New England Household Moving And Storage Holliston MA 05/2018 09/2018
Natick High School Natick MA 09/2014 05/2018
Donelan's Supermarket Wayland MA 07/2016 05/2018
University Of New Hampshire Durham MA 01/2022 05/2022
Fidelity Investments Smithfield RI 06/2022 Present
Higginbotham Enterprises Inc Baton Rouge LA 09/2020 11/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 01/2022
    The Matterhorn
    Stowe, VT
  • 08/2021 → 12/2021
    University Bookstore
    Durham, NH
  • 05/2021 → 08/2021
    New England Household Moving And Storage
    Holliston, MA
  • 09/2020 → 05/2021
    University Of New Hampshire
    Durham, NH
  • 05/2020 → 09/2020
    Unemployed
    Natick, MA
  • 09/2019 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 05/2019 → 09/2019
    New England Household Moving And Storage
    Holliston, NH
  • 09/2018 → 05/2019
    University Of New Hampshire
    Durham, NH
  • 05/2018 → 09/2018
    New England Household Moving And Storage
    Holliston, MA
  • 09/2014 → 05/2018
    Natick High School
    Natick, MA
  • 07/2016 → 05/2018
    Donelan's Supermarket
    Wayland, MA
  • 01/2022 → 05/2022
    University Of New Hampshire
    Durham, MA
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2020 → 11/2020
    Higginbotham Enterprises Inc
    Baton Rouge, LA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Samuel Henry Siegal
  • Sam Siegal
  • Samuel Siegal

View on SEC IAPD

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