Quincy Wells Advisors
31yrs
Top advisor by experience in Alpine
14yrs
Sam Farhan
Financial advisor at Strategic Advisers
Based in Alpine, California, Sam Farhan is a fiduciary financial advisor with 14 years of industry experience. Sam joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors and two years at TD Ameritrade. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 9 advisors with offices in Alpine, and one of 9 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 72% of advisors at Strategic Advisers
OfficeAlpine, CA
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jun 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2018 – May 2020TD Ameritrade, Inc.Previously
- Sep 2015 – Nov 2016MerrillPreviously
- Jun 2015 – Jul 2015U.S. Bancorp Investments, Inc.Previously
Contact Sam
Alpine, CAOffice · 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sam
How do I contact Sam?
Call Strategic Advisers at (617) 563-7000 and ask for Sam Farhan. Sam works from the Alpine, CA office.
How long has Sam been a financial advisor?
Sam has been in the industry since 2013, about 14 years. More experience than 72% of advisors at Strategic Advisers.
What licenses does Sam hold?
Series 63, Series 65, 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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