Samuel Goldsberry

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

• 04/2024 → 08/2024
  Fidant Wealth Partners
  Crestview Hills, KY
• 05/2016 → 08/2018
  Athens Middle School
  Athens, OH
• 08/2018 → 06/2022
  High School Student
  Athens, OH
• 07/2024 → 12/2025
  Group Management Services
  Cincinnati, OH
• 06/2022 → 08/2022
  Athens County Engineering Office
  Athens, OH
• 05/2023 → 08/2023
  Athens County Engineering Office
  Athens, OH
• 08/2022 → 05/2023
  University Of Cincinnati
  Cincinnati, OH
• 12/2025 → 05/2026
  Unemployed
  Cincinnati, OH
• 08/2023 → 05/2024
  University Of Cincinnati
  Cincinnati, OH
• 08/2024 → 05/2025
  University Of Cincinnati
  Cincinnati, OH
• 05/2023 → 08/2023
  Goldsberry Wealth Strategies
  Athens, OH
• 05/2025 → 08/2025
  Bartlett Wealth Management
  Cincinnati, OH
• 05/2026 → Present
  Fidelity Investments
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-17

Other Names

• Sam Alexander Goldsberry
• Samuel Goldsberry
• Samuel Alexander Goldsberry