Ryan Samuelson

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 → 12/2022
  Wells Fargo Clearing Services, Llc
  Lawrence, KS
• 12/2016 → 06/2017
  State Street Bank
  Kansas City, MO
• 06/2012 → 11/2016
  Boston Financial Data Services
  Lawrence, KS
• 12/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lawrence, KS
• 2019-02-08 → 2022-09-27
  Wells Fargo Clearing Services, Llc
  Lawrence, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2019-02-08

Other Names

• Ryan Samuelson
• Ryan Allen Samuelson