DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Vikhar Samad

Strategic Advisers LLCnational BDClawson, Mi dual registrantIAPD 6683084

Feed of 09/14/2026

Also filed as Vikhar Abdul Samad

At current firm

1 y

since Mar 31, 2025

In the industry

11 y

since Nov 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Mar 31, 2025 · Clawson, Mi
Fidelity Personal And Workplace Advisors former
Dec 13, 2024 to Mar 31, 2025 · Ann Arbor, Mi
Charles Schwab & Co., Inc. national BD
Oct 29, 2018 to Nov 8, 2024 · Northbrook, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 10, 2017 to Oct 15, 2018 · Northbrook, Il
Edward Jones national BD
Oct 28, 2016 to Jul 10, 2017 · Metairie, La

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Charles Schwab & Co., Inc. to Fidelity Personal And Workplace Advisors
left Nov 8, 2024, registered Dec 13, 2024 (35 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.
left Oct 15, 2018, registered Oct 29, 2018 (14 days) · Wirehouse to affiliated broker-dealer or bank
Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 10, 2017, registered Aug 10, 2017 (31 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Vikhar Samad left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2024-12-13)
Nov 8, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address