Samuel Freedman

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 → 02/2017
  Craig Sutton Entertainment
  Framingham, MA
• 09/2020 → 03/2024
  Rover
  Framingham, MA
• 09/2020 → 03/2024
  Samuel Freedman
  Framingham, MA
• 09/2020 → 05/2024
  College Student
  Smithfield, RI
• 02/2017 → 06/2018
  Unemployed
  Framingham, MA
• 09/2018 → 06/2020
  Best Friends Pet Care
  Ashland, MA
• 08/2016 → 06/2020
  High School Student
  Framingham, MA
• 06/2022 → 07/2023
  Banfield Pet Hospital
  Holliston, MA
• 06/2018 → 09/2018
  Ben And Jerrys
  Natick, MA
• 06/2020 → 09/2020
  Unemployed
  Framingham, MA
• 06/2023 → 09/2023
  Amplified Planning, Hannah Moore
  Framingham, MA
• 05/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Framingham, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-13

Other Names

• Samuel Freeman