Samuel Mitchell

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

• 06/2016 → 11/2016
  Unemployed
  Orlando, FL
• 12/2016 → 03/2017
  Foresters Financial
  Maitland, FL
• 03/2017 → 02/2019
  Suntrust Bank
  Orlando, FL
• 02/2019 → 06/2019
  Suntrust Investment Services, Inc
  Atlanta, FL
• 06/2019 → 09/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 03/2020 → 09/2021
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 09/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-08-17 → 2021-09-14
  Truist Advisory Services, Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10
• S63 Uniform Securities Agent State Law Examination
  2019-07-22

Other Names

• Sam Kennett Mitchell
• Samuel Kennett Mitchell