Samuel R. Van Leuven
Professional summary
Samuel R. Van Leuven, who also goes by Samuel Ray Van Leuven, Sam Ray Van Leuven, Sam Van Leuven, Samuel R Van Leuven, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in The Woodlands, Texas and FIDELITY BROKERAGE SERVICES LLC located in The Woodlands, Texas.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Samuel has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel R. Van Leuven's CRS (Customer Relationship Summary).
Certified licenses
Education
Brigham Young University
Bachelor of Science (BS) - Exercise and Wellness
2013
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1701 Lake Robbins Dr, The Woodlands, TX 77380-3119December 3, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1701 Lake Robbins Drive, The Woodlands, TX 77380December 15, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 27, 2018 - November 24, 2020
TD AMERITRADE, INC.
February 26, 2018 - November 24, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - November 24, 2020
TD AMERITRADE, INC.
January 30, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
January 3, 2017 - February 26, 2018
SCOTTRADE, INC.
January 19, 2016 - December 22, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 1, 2015 - December 22, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/3/2025)
(6/5/2025)
(1/3/2025)
(3/1/2024)
(2/21/2025)
(6/17/2025)
(2/13/2023)
(9/4/2025)
(12/3/2020)
(2/21/2025)
(2/21/2025)
(8/6/2025)
(1/6/2024)
(2/26/2026)
(2/24/2025)
(5/19/2023)
(3/1/2024)
(6/10/2025)
(6/14/2024)
(12/3/2020)
(3/31/2025)
(8/6/2025)
(5/3/2024)
(1/11/2024)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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#: 104555The Woodlands, TXTRUST BUT VERIFY
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