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Samuel Beig

Strategic Advisers LLC

Eagle, ID

Boise, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Boise, ID • 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 Salt Lake City UT 07/2022 Present
Sun Driven Solar Boise ID 07/2021 07/2022
Craig Stein Beverage Boise ID 12/2017 07/2021
Cross Town Movers Boise ID 08/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2021 → 07/2022
    Sun Driven Solar
    Boise, ID
  • 12/2017 → 07/2021
    Craig Stein Beverage
    Boise, ID
  • 08/2016 → 12/2017
    Cross Town Movers
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2022-11-23
Other Names
  • Samuel Beig
  • Samuel Jacob Beig

View on SEC IAPD

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