Empower Advisory Group
47yrs
Top advisor by experience at Empower Advisory Group
7yrs
Samuel Mitchell
Financial advisor at Strategic Advisers
Samuel Mitchell has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Englewood, Florida. Samuel has been with Strategic Advisers since 2025; before that, Samuel spent three years at Fidelity Personal and Workplace Advisors and a year at Truist Advisory Services. 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 32 advisors with offices in Englewood, and one of 28 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeEnglewood, 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2020 – Sep 2021Truist Advisory Services, Inc.Previously
Contact Samuel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Samuel. Englewood, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Samuel
Tailored to Samuel’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 Samuel
How do I contact Samuel?
Call Strategic Advisers at (617) 563-7000 and ask for Samuel Mitchell. Samuel works from the Englewood, FL office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Samuel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Samuel 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.
Other advisors nearby
Osaic Wealth
46yrs
Top 1% by experience in Florida
Schorn Wealth
41yrs
Top advisor by experience at Schorn Wealth
Compound Planning
38yrs
Top 3% by experience at Compound Planning
Moors & Cabot
35yrs
Top 8% by experience in Florida
Osaic Wealth
35yrs
Top 8% by experience nationwide