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Samantha Marie Medley

Strategic Advisers LLC

Shrewsbury, MA

Worcester, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Worcester, MA • 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 Shrewsbury MA 06/2023 Present
Decent Pizza Tallahassee FL 01/2021 04/2023
Cafe Heavenly New Smyrna FL 01/2017 08/2020
Johnson'S Properties Of Orlando New Smyrna FL 08/2018 02/2019
Florida State University Tallahassee FL 06/2019 05/2023
Father Lopez Catholic High School Daytona FL 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 01/2021 → 04/2023
    Decent Pizza
    Tallahassee, FL
  • 01/2017 → 08/2020
    Cafe Heavenly
    New Smyrna, FL
  • 08/2018 → 02/2019
    Johnson'S Properties Of Orlando
    New Smyrna, FL
  • 06/2019 → 05/2023
    Florida State University
    Tallahassee, FL
  • 08/2015 → 05/2019
    Father Lopez Catholic High School
    Daytona, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Worcester, MA
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-11
  • S66 Uniform Combined State Law Examination
    2023-10-11

View on SEC IAPD

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ALISON WHEELER KENNEDY
JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY
RICHARD CLOW

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

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