Samantha R. Deneefe
STRATEGIC ADVISERS LLC | Planning Consultant
NASHVILLE, TN
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CRD#: 6503535
Professional summary
Samantha Ray Deneefe, who also goes by Samantha R Rouillier, Samantha Ray Rouillier, Ray Rouillier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashville, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Samantha has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
The purpose of my role is to learn more about others personal and financial needs and partner with the client and advisor to develop a customized financial plan . I am motivated by relationship-based work and helping people gain confidence in their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samantha R Rouillier | Samantha Ray Rouillier | Ray Rouillier
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 Ray Deneefe'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 Tennessee
Bachelor of Science (BS) - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939RIA
CRD#: 104555
NASHVILLE, TN
Current
June 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067BD
CRD#: 7784
Franklin, TN
Past
July 29, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRANKLIN, TN
Past
June 11, 2020 - June 29, 2021
SAGESPRING WEALTH PARTNERS
RIA
CRD#: 283515
FRANKLIN, TN
Past
June 2, 2020 - May 20, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRANKLIN, TN
Past
January 29, 2019 - June 11, 2020
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GERMANTOWN, TN
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(5/12/2022)
RR
Arizona(5/12/2022)
RR
California(5/12/2022)
RR
Colorado(5/12/2022)
RR
Florida(1/7/2022)
RR
Georgia(1/7/2022)
RR
Idaho(5/12/2022)
RR
Illinois(5/12/2022)
RR
Iowa(5/12/2022)
RR
Kentucky(1/7/2022)
RR
Maryland(5/12/2022)
RR
Massachusetts(5/12/2022)
RR
Michigan(5/12/2022)
RR
Mississippi(5/12/2022)
RR
Missouri(1/3/2025)
RR
Nebraska(1/3/2025)
RR
Nevada(5/12/2022)
RR
New Jersey(1/3/2025)
RR
New York(5/12/2022)
RR
North Carolina(5/12/2022)
RR
Ohio(5/13/2022)
RR
Oklahoma(5/12/2022)
RR
Pennsylvania(5/12/2022)
RR
South Dakota(5/12/2022)
RR
Tennessee(6/17/2021)
IAR
Tennessee(3/31/2025)
RR
Texas(5/12/2022)
IAR
Texas(3/31/2025)
RR
Utah(5/12/2022)
RR
Vermont(5/12/2022)
RR
Washington(5/12/2022)
RR
Wisconsin(5/12/2022)
RR
Wyoming(5/12/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/29/2019
General Securities Representative ExaminationGeneral 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.
