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Samantha Merrick

Strategic Advisers LLC

Phoenix, AZ

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States

Phoenix, AZ • 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
Fidelity Investments Phoenix AZ 05/2023 Present
Social Tap Scottsdale AZ 01/2022 05/2023
World Financial Group/Pride Financial Phoenix AZ 12/2022 05/2023
Hava Java Phoenix AZ 07/2022 11/2022
Rover Olympia WA 10/2021 02/2023
Sentry Insurance Scottsdale AZ 05/2017 12/2021
Oco Biomedical Albuquerque NM 11/2011 01/2017
Unemployed Lon Beach CA 02/2017 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Phoenix, AZ
  • 01/2022 → 05/2023
    Social Tap
    Scottsdale, AZ
  • 12/2022 → 05/2023
    World Financial Group/Pride Financial
    Phoenix, AZ
  • 07/2022 → 11/2022
    Hava Java
    Phoenix, AZ
  • 10/2021 → 02/2023
    Rover
    Olympia, WA
  • 05/2017 → 12/2021
    Sentry Insurance
    Scottsdale, AZ
  • 11/2011 → 01/2017
    Oco Biomedical
    Albuquerque, NM
  • 02/2017 → 04/2017
    Unemployed
    Lon Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2023-09-20

View on SEC IAPD

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HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

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