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Samuel Drayton Haskell

Colarion

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About Samuel Drayton Haskell

Samuel Drayton Haskell is a financial advisor with over 20 years of experience in the financial services industry. Currently registered with Colarion, Samuel holds the Series 7, Series 63, and Series 65 securities licenses, and is also a Chartered Financial Analyst. Samuel has been involved in various financial services roles at firms like Sterne, Agee & Leach, Inc., and Morgan Stanley & Co., Incorporated. In addition to Colarion, Samuel is also a principal of Sipco LLC, a real estate investment firm, and serves on the boards of CommerceOne Bank and Janover, Inc. Samuel specializes in working with high-net-worth individuals, corporations, and other businesses. The services provided by Samuel include financial planning, portfolio management, and pension consulting. Colarion offers various services to clients, including financial planning, pension consulting, educational seminars, portfolio management, and portfolio management for pooled investment vehicles.

Firm Information

Samuel Haskell is currently registered with Colarion. Colarion is an investment advisory firm located in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Colarion has approximately $125.9 million in regulatory assets under management.
Colarion

50 RICHARD ARRINGTON AVE N.

BIRMINGHAM, AL 35203

$125.94M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Samuel Haskell’s Registration & Firm History

AL

11/20/2017 - Present

Colarion (BIRMINGHAM AL)

AL

07/16/2002 - 03/18/2015

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

NY

09/26/2000 - 05/29/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Drayton Haskell.
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