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Samuel Kerr

Strategic Advisers LLC

Herndon, VA

Ashburn, VA

CRD 7617841

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

Branch Locations

Herndon, VA • United States

20465 Exchange St, Ashburn, VA 20147-5940 • 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
Sheffield Elementary Lynchburg VA 08/2016 08/2018
Linkhorne Elementary Lynchburg VA 08/2019 08/2020
4Th Grade Teacher Spotsylvania VA 08/2020 06/2021
Private Contractor Fairfax VA 07/2021 08/2022
Silver Ridge Media Fairfax VA 10/2021 08/2022
Buffalo City Public Schools Buffalo NY 10/2018 06/2019
Country Club Of Buffalo Buffalo NY 09/2018 07/2019
Fidelity Investments Ashburn VA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2018
    Sheffield Elementary
    Lynchburg, VA
  • 08/2019 → 08/2020
    Linkhorne Elementary
    Lynchburg, VA
  • 08/2020 → 06/2021
    4Th Grade Teacher
    Spotsylvania, VA
  • 07/2021 → 08/2022
    Private Contractor
    Fairfax, VA
  • 10/2021 → 08/2022
    Silver Ridge Media
    Fairfax, VA
  • 10/2018 → 06/2019
    Buffalo City Public Schools
    Buffalo, NY
  • 09/2018 → 07/2019
    Country Club Of Buffalo
    Buffalo, NY
  • 08/2022 → Present
    Fidelity Investments
    Ashburn, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ashburn, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-29
  • S66 Uniform Combined State Law Examination
    2023-08-29
Other Names
  • Samuel Arthur Kerr

View on SEC IAPD

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