Unclaimed
Samuel Carpenter Fiechter is an investment advisor representative at Walnut Green Asset Management, LLC. Samuel has been registered with the state of Delaware as an Investment Advisor Representative since 2013 and with the state of Texas since 2023. Samuel is also a Limited Partner in Chalk Creek SLP, LP, an entity established to receive any potential performance-based allocations generated by the Chalk Creek Partners GenPar, LLC. Samuel holds a Series 65 license and has been in the industry since 2012. Samuel provides portfolio management services for individuals, businesses, and pooled investment vehicles. Samuel specializes in financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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DE
06/13/2023 - Present
Walnut Green Asset Management, LLC (WILMINGTON DE)
IA
Issued 11/02/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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