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Sam F
Series 63, Series 66, Series 65
Alpine, CA
Fidelity
Sam Farhan is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch, TD Ameritrade, and LPL Financial. Outside of his advisory role, he operates a life coaching business and is involved in online retail through an online candy store partnership. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.
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