Candida Sampson

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

• 07/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 01/2021 → 07/2022
  Cherrywood Dental
  Greenbelt, MD
• 02/2019 → 06/2020
  Conley Family Dentistry
  Bowie, MD
• 10/2018 → 02/2019
  Prince George'S Plaza Dental
  Hyattsville, MD
• 06/2018 → 10/2018
  Olive Ole
  Hyattsville, MD
• 06/2017 → 06/2018
  Hygia Health Services
  Fortmyers, FL
• 05/2014 → 06/2017
  Confident Smiles Of Germantwon
  Germantown, MD
• 04/2018 → 05/2018
  Sally Beauty Supply Llc
  Fort Meyers, FL
• 06/2020 → 08/2020
  Rochelle E Hackley Dds
  Rockville, MD
• 08/2020 → 01/2021
  Vargas Dental Associates
  Bowie, MD
• 08/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oxon Hill, MD
• 2023-03-08 → 2023-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17

Other Names

• Candida Alexis Sampson