Strategic Advisers
33yrs
Top 2% by experience at Strategic Advisers
10yrs
Vikhar Samad
Financial advisor at Strategic Advisers
Based in Clawson, Michigan, Vikhar Samad is a fiduciary financial advisor with 10 years of industry experience. Vikhar joined Strategic Advisers in 2025, after less than a year at Fidelity Personal and Workplace Advisors and six years at Charles Schwab & CO.. 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 4 advisors with offices in Clawson, and one of 4 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 59% of advisors at Strategic Advisers
OfficeClawson, MI
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Dec 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2024Charles Schwab & CO., Inc.Previously
- Aug 2017 – Oct 2018MerrillPreviously
- Oct 2016 – Jul 2017Edward JonesPreviously
Contact Vikhar
(617) 563-7000Firm headquarters in Boston, MA. Ask for Vikhar. Clawson, MIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Vikhar
Tailored to Vikhar’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 Vikhar
How do I contact Vikhar?
Call Strategic Advisers at (617) 563-7000 and ask for Vikhar Samad. Vikhar works from the Clawson, MI office.
How long has Vikhar been a financial advisor?
Vikhar has been in the industry since 2016, about 10 years. More experience than 59% of advisors at Strategic Advisers.
What licenses does Vikhar hold?
Series 66. Tap any license on this page to see what it allows.
Is Vikhar a fiduciary?
Vikhar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vikhar paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Vikhar 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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