Samantha Williams, financial advisor Monterey CA
90 score

Samantha Williams

CRD Number: 4600655
Current Firm: Strategic Advisers, Inc.

Samantha Williams (CRD# 4600655) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Monterey, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Monterey, CA Oct 2011 - Current 5
Drew Miller Insurance Services Santa Cruz, CA Jul 2011 - Oct 2011 < 1
Jpmorgan Chase Bank Seaside, CA Apr 2010 - Jul 2011 1
Chase Investment Services Corp Seaside, CA Apr 2010 - Jul 2011 1
Unemployed Marina, CA Apr 2009 - Apr 2010 1
E*trade Securities LLC Carmel, CA May 2003 - Apr 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Samantha L. Williams
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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