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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Eugene Bain, Jr. is an active Registered Investment Advisor. Samuel Eugene Bain, Jr. is a Managing Director at Cerity Partners LLC. Samuel Eugene Bain, Jr. has over 40 years of experience in the securities industry. Samuel Eugene Bain, Jr. is a member of the Board of Directors of Tego, Inc. and American Clay. Samuel Eugene Bain, Jr. is also a member of the Capital Board of Directions for Boston Baroque and is a member of the Board of overseers for Beth Israel Deaconess Medical Center. Samuel Eugene Bain, Jr. is a former Trustee of both St. Johnsbury Academy and the University of Vermont. Samuel Eugene Bain, Jr. serves as an Advisory Board Member for GO2 Foundation for Lung Cancer and a Board Member of The Addario Lung Cancer Medical Institute (ALCMI). Samuel Eugene Bain, Jr. specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and families. Samuel Eugene Bain, Jr. also has experience providing investment advice to charitable organizations, pension and profit-sharing plans, and businesses. Samuel Eugene Bain, Jr. is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
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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2
NY
02/03/2021 - Present
Cerity Partners LLC (NEW YORK NY)
MA
02/22/1994 - 02/27/2017
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
NY
09/23/1987 - 04/09/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/09/1981 - 04/21/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
09/26/1978 - 07/21/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/01/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 11/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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