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Samuel Reuben Zaretsky

Samuel R. Zaretsky

STRATEGIC ADVISERS LLC | VP, Branch Leader
CUMMING, GA
Some features on this profile are disabled
CRD#: 5436367
Samuel Reuben Zaretsky

Professional summary

Samuel Reuben Zaretsky, CFP®, who also goes by Samuel Reuben Zaretsky, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cumming, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Samuel has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Biography

I lead highly qualified advisors who are passionate about fully understanding our clients, their families, and their goals.
top-8-questions

Question & Answer

What are your service offerings?
Estate Planning
Education Planning
Insurance Planning
Retirement Income Management
Divorce Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Samuel Reuben Zaretsky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-118897|OrgNmn:Tiny Panda Real Estate LLC|Org Addr:Cumming,Georgia,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner of the LLC|Duties:Work with Management Company|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-115467|OrgNmn:All Around Gymnastics|Org Addr:Alpharetta,Georgia,US|OBA Nature:Gymnastics Gym coaching studen|Invst Rel:N|Title:Employee|Duties:Coaching girls gymnastics for a few hours per week in the evenings between 6 to 8 p.m.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Reuben Zaretsky's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Education

Georgia State University

Bachelor of Business Administration - Marketing

2005

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269
RIA
CRD#: 104555
CUMMING, GA
Current

July 26, 2016 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009
BD
CRD#: 7784
ALPHARETTA, GA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CUMMING, GA
Past

August 10, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ATLANTA, GA
Past

April 20, 2011 - July 20, 2016

HARRISDIRECT LLC

RIA
CRD#: 42159
ALPHARETTA, GA
Past

April 19, 2011 - July 20, 2016

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

May 29, 2009 - April 19, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ATLANTA, GA
Past

May 29, 2009 - April 19, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ATLANTA, GA
Past

January 8, 2008 - May 20, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ALPHARETTA, GA
Past

November 19, 2007 - May 20, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ALPHARETTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/6/2024)
RR
Georgia
(7/26/2016)
IAR
Georgia
(3/31/2025)
RR
Massachusetts
(11/17/2020)
RR
Tennessee
(2/18/2025)
RR
Texas
(11/17/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(11/17/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/26/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/29/2018
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

VP, Branch LeaderCRD#: 104555Cumming, GA

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