Sam Rajguru

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

• 06/2017 → 08/2019
  Minnosota Life Insurance Company
  St. Paul, MN
• 06/2017 → 08/2019
  Securian Financial Services Inc
  St. Paul, MN
• 06/2017 → 08/2019
  Allied Wealth Partners
  Parsippany, NJ
• 06/2012 → 04/2017
  Dunkin Donuts
  Livingston, NJ
• 05/2017 → 06/2017
  Securian Financial Services Inc
  St. Paul, MN
• 10/2019 → 12/2020
  Ohm Shri Riddhi Siddhi
  Parsippany, NJ
• 12/2020 → 04/2021
  Unemployed
  101 Washington Blvd, CT
• 04/2021 → Present
  Fidelity Investments
  101 Washington Blvd Unit 812, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Norwalk, CT
• 2017-10-10 → 2019-08-22
  Securian Financial Services, Inc.
  Parsippany, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-07-01

Other Names

• Sam A Rajguru