Samantha L. Wentland
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
CANTON, CT
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CRD#: 5605228
Professional summary
Samantha Leigh Wentland, who also goes by Samantha Leigh Geist, Samantha Geist, Samantha Leigh Wentland, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Canton, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Samantha has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Benefits & Planning Consultant, I will partner with you to ensure that I understand your family's unique goals and needs, and work with you to build a customized plan. Building trust and forming strong relationships with my clients is my top priority and we will work together to ensure that we create a plan that focuses on the things that are most important to you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samantha Leigh Geist | Samantha Geist | Samantha Leigh Wentland
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Leigh Wentland's 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®
NoneEducation
University of Connecticut
Bachelor of Science (BS) - Finance
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CANTON, CT
Current
May 14, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CANTON, CT
Past
May 15, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WEST HARTFORD, CT
Past
April 22, 2010 - April 23, 2013
PEOPLE'S SECURITIES, INC.
RIA
CRD#: 13704
BRIDGEPORT, CT
Past
April 21, 2010 - April 23, 2013
PEOPLE'S SECURITIES, INC.
BD
CRD#: 13704
BRIDGEPORT, CT
Past
June 18, 2009 - January 19, 2010
WADDELL & REED
RIA
CRD#: 866
HAMDEN, CT
Past
February 23, 2009 - January 19, 2010
WADDELL & REED
BD
CRD#: 866
HAMDEN, CT
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
Alabama(4/30/2021)
RR
Alaska(4/30/2021)
RR
Arizona(1/3/2014)
RR
Arkansas(4/30/2021)
RR
California(5/14/2013)
RR
Colorado(4/30/2021)
RR
Connecticut(5/14/2013)
IAR
Connecticut(3/31/2025)
RR
Delaware(4/30/2021)
RR
District of Columbia(4/30/2021)
RR
Florida(5/14/2013)
RR
Georgia(4/30/2021)
RR
Hawaii(4/30/2021)
RR
Idaho(4/30/2021)
RR
Illinois(4/30/2021)
RR
Indiana(4/30/2021)
RR
Iowa(4/30/2021)
RR
Kansas(4/30/2021)
RR
Kentucky(4/30/2021)
RR
Louisiana(4/30/2021)
RR
Maine(5/14/2013)
RR
Maryland(5/14/2013)
RR
Massachusetts(5/14/2013)
RR
Michigan(4/30/2021)
RR
Minnesota(1/4/2019)
RR
Mississippi(4/30/2021)
RR
Missouri(4/30/2021)
RR
Montana(4/30/2021)
RR
Nebraska(4/30/2021)
RR
Nevada(1/3/2014)
RR
New Hampshire(5/14/2013)
RR
New Jersey(4/30/2021)
RR
New Mexico(4/30/2021)
RR
New York(5/14/2013)
RR
North Carolina(5/17/2013)
RR
North Dakota(4/30/2021)
RR
Ohio(5/3/2021)
RR
Oklahoma(4/30/2021)
RR
Oregon(1/4/2019)
RR
Pennsylvania(5/14/2013)
RR
Rhode Island(5/14/2013)
RR
South Carolina(5/14/2013)
RR
South Dakota(1/4/2019)
RR
Tennessee(4/30/2021)
RR
Texas(5/14/2013)
IAR
Texas(3/31/2025)
RR
Utah(4/30/2021)
RR
Vermont(5/14/2013)
RR
Virginia(4/30/2021)
RR
Washington(4/30/2021)
RR
West Virginia(4/30/2021)
RR
Wisconsin(4/30/2021)
RR
Wyoming(4/30/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Canton, CTTRUST BUT VERIFY
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Contact information
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