Samantha M. Adams
STRATEGIC ADVISERS LLC | Financial Consultant
ACTON, MA
Some features on this profile are disabled
CRD#: 6235936
Professional summary
Samantha Mary Adams, CFP®, who also goes by Samantha Adams, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Acton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Hingham, Massachusetts.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Samantha has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 52 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™, I empower my clients to reach for their unique financial goals by collaborating to create plans that instill confidence. I leverage my industry experience and Fidelity's resources & standards of excellence to deliver personalized, comprehensive planning for those of all ages and backgrounds. I am dedicated to knowing my clients as people and take pride in becoming a trusted advisor for years to come.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Samantha Adams
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 Mary Adams'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®
CFP®
Start date: 2021
Education
College of the Holy Cross
Bachelor of Arts (BA) - Economics; Peace & Conflict Studies
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 50 Derby St Ste 100, Hingham, MA 02043-3740RIA
CRD#: 104555
ACTON, MA
Current
March 27, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 50 Derby St, Ste 100, Hingham, MA 02043-3740BD
CRD#: 7784
Hingham, MA
Past
January 29, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
September 26, 2013 - May 23, 2018
WELLS FARGO SECURITIES, LLC
BD
CRD#: 126292
NEW YORK, NY
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(2/12/2021)
RR
Alaska(11/25/2024)
RR
Arizona(7/17/2020)
RR
California(4/4/2019)
RR
Colorado(10/23/2019)
RR
Connecticut(3/27/2019)
RR
Delaware(6/2/2022)
RR
District of Columbia(10/23/2019)
RR
Florida(3/27/2019)
RR
Georgia(10/23/2019)
RR
Illinois(1/6/2020)
RR
Louisiana(10/23/2019)
RR
Maine(7/17/2020)
RR
Maryland(3/2/2020)
RR
Massachusetts(7/8/2019)
IAR
Massachusetts(12/9/2025)
RR
Michigan(7/17/2020)
RR
Minnesota(7/17/2020)
RR
Montana(1/8/2020)
RR
Nevada(1/30/2020)
RR
New Hampshire(10/23/2019)
RR
New Jersey(3/27/2019)
RR
New Mexico(4/14/2023)
RR
New York(3/27/2019)
IAR
New York(3/31/2025)
RR
North Carolina(7/17/2020)
RR
Ohio(1/7/2020)
RR
Oklahoma(7/17/2020)
RR
Oregon(3/25/2023)
RR
Pennsylvania(3/27/2019)
RR
Puerto Rico(10/1/2021)
RR
Rhode Island(7/17/2020)
RR
South Carolina(7/17/2020)
RR
South Dakota(11/25/2024)
RR
Tennessee(7/17/2020)
RR
Texas(10/23/2019)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2024)
RR
Vermont(7/17/2020)
RR
Virginia(7/8/2019)
RR
Washington(10/23/2019)
RR
Wisconsin(7/17/2020)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Financial ConsultantCRD#: 104555Acton, MATRUST BUT VERIFY
Monitor Samantha Adams
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
