linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Colleran

Ingalls & Snyder, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel Colleran

Samuel Colleran is an investment advisor representative at Ingalls & Snyder, LLC. Samuel has been in the industry since January 2019. Samuel is registered with the state of New York and 13 other states. Samuel holds the Series 7TO, Series 66, and Series 65 licenses. Samuel previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samuel specializes in providing financial planning, portfolio management, and selection of other advisors services.

Firm Information

Samuel Colleran is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Colleran’s Registration & Firm History

NY

06/22/2024 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

OH

01/07/2019 - 11/05/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)

Not sure if Samuel Colleran is right for you?

Licenses & Designations

IA

Issued 06/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Colleran.
Not sure if Samuel Colleran is right for you?