Samuel C. Biscotto
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
PHILADELPHIA, PA
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CRD#: 6176161
Professional summary
Samuel C. Biscotto, CFP®, who also goes by Sam Biscotto, Samuel Charles Biscotto Jr, Samuel Charles Biscotto, Samuel Biscotto, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Philadelphia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Philadelphia, Pennsylvania.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Samuel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with individuals and families to help identify, plan and work towards their financial goals. My duty is to work on behalf of my clients as an advisor they can trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sam Biscotto | Samuel Charles Biscotto Jr | Samuel Charles Biscotto | Samuel Biscotto
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 Samuel C. Biscotto'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®
Education
Saint Leo University
Bachelor of Arts (BA) - Accounting
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998RIA
CRD#: 104555
PHILADELPHIA, PA
Current
July 18, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103BD
CRD#: 7784
Philadelphia, PA
Past
July 29, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PHILADELPHIA, PA
Past
May 5, 2017 - July 19, 2022
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
December 12, 2013 - July 19, 2022
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
April 12, 2013 - June 6, 2013
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
TAMPA, FL
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
Alaska(9/9/2022)
RR
Arkansas(1/7/2026)
RR
California(9/9/2022)
RR
Colorado(1/7/2026)
RR
Delaware(7/18/2022)
RR
District of Columbia(9/9/2022)
RR
Florida(7/18/2022)
RR
Georgia(7/18/2022)
RR
Illinois(9/9/2022)
RR
Maryland(9/9/2022)
RR
Nevada(3/25/2023)
RR
New Jersey(7/18/2022)
RR
New Mexico(3/25/2023)
RR
New York(1/6/2023)
RR
North Carolina(9/9/2022)
RR
Ohio(5/5/2024)
RR
Pennsylvania(7/18/2022)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(9/9/2022)
RR
Tennessee(3/25/2023)
IAR
Texas(1/8/2026)
RR
Virginia(6/29/2023)
RR
Washington(6/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, BranchesCRD#: 104555Philadelphia, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
