Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
19yrs
Based in Jacksonville, Florida, Sam Albert is a fiduciary financial advisor with 19 years of industry experience. Sam joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at Morgan Stanley & Co.. Sam holds the CFP® designation.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?Top 18% by experience at Strategic Advisers
OfficeJacksonville, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
- Mar 2010 – Jan 2012Strategic Advisers LLCPreviously
- Feb 2008 – Feb 2009Morgan Stanley & Co. LLCPreviously
Contact Sam
Jacksonville, FLOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sam
Tailored to Sam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sam
How do I contact Sam?
Call Strategic Advisers at (617) 563-7000 and ask for Sam Albert. Sam works from the Jacksonville, FL office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2008, about 19 years. Top 18% by experience at Strategic Advisers.
What licenses does Sam hold?
Series 66. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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