SAMUEL J WHALEN is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2025-02-24 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2021-12-22 | 2024-10-21 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-09-04 | 2021-11-02 | — |