Equitable Advisors
40yrs
Top advisor by experience in West Haven
8yrs
Based in West Haven, Utah, Samuel Wright is a fiduciary financial advisor with 8 years of industry experience. Samuel has been with Strategic Advisers since 2025; before that, Samuel spent five years at Fidelity Personal and Workplace Advisors. 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 10 advisors with offices in West Haven, and one of 10 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?More experience than 50% of advisors at Strategic Advisers
OfficeWest Haven, UT
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Samuel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Samuel. West Haven, UTOffice · 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
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About Samuel
How do I contact Samuel?
Call Strategic Advisers at (617) 563-7000 and ask for Samuel Wright. Samuel works from the West Haven, UT office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2019, about 8 years. More experience than 50% of advisors at Strategic Advisers.
What licenses does Samuel hold?
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.
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