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Samuel Whitaker

Strategic Advisers LLC

Houston, TX

Houston, TX

CRD 7586276

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Houston, TX • United States

12532 Memorial Drive, Houston, TX 77024-6000 • 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
Lifetime Fitness Houston TX 05/2015 08/2017
Buckles Of Texas Houston TX 04/2016 04/2018
Baylor University Waco TX 08/2018 05/2022
Spice Village Waco TX 09/2018 12/2021
Fidelity Investments Westlake TX 06/2021 08/2021
Fidelity Investments Westlake TX 06/2022 Present
Houston Christian Highschool Houston TX 08/2014 07/2018
The Way Companies Houston TX 05/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2017
    Lifetime Fitness
    Houston, TX
  • 04/2016 → 04/2018
    Buckles Of Texas
    Houston, TX
  • 08/2018 → 05/2022
    Baylor University
    Waco, TX
  • 09/2018 → 12/2021
    Spice Village
    Waco, TX
  • 06/2021 → 08/2021
    Fidelity Investments
    Westlake, TX
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2014 → 07/2018
    Houston Christian Highschool
    Houston, TX
  • 05/2019 → 08/2019
    The Way Companies
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-123868|OrgNmn:Whitaker Western Holdings|Org Addr:Chilton,Texas,US|OBA Nature:Agriculture, Rasing and sellin|Invst Rel:N|Title:Sole Proprietor|Duties:Managing ranch land and cattle|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-02-13
Other Names
  • Samuel Barrett Whitaker
  • Samuel Whtiaker

View on SEC IAPD

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