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Samuel John Friday

Dorsey, Wright & Associates, LLC

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About Samuel John Friday

Samuel John Friday is an investment advisor representative with Dorsey, Wright & Associates, LLC. Samuel has been in the industry since 2017 and is registered in Virginia and New York. Samuel has a Series 63, 65, 7, and SIE. Previous experience includes working with Meridian Investments, Inc. in Bethesda, MD and American Funds Distributors, Inc. in San Antonio, TX.

Firm Information

Samuel Friday is currently registered with Dorsey, Wright & Associates, LLC. Dorsey, Wright & Associates, LLC is an investment advisory firm based in RICHMOND, VA with approximately $578,896,877 in regulatory assets under management. They offer a variety of advisory services, including portfolio management for individuals, businesses, and investment companies, as well as research and chart services, educational seminars, and publication of periodicals. The firm specializes in providing investment advice to high-net-worth individuals, corporations, and other institutions. They also have a wrap fee program available to clients.
Dorsey, Wright & Associates, LLC

3300 W LEIGH STREET

RICHMOND, VA 23230

$578.90M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research & chart services

Research & chart services

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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fixed fees

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

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percentage of assets

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

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Samuel Friday’s Registration & Firm History

DC

07/25/2024 - Present

Dorsey, Wright & Associates, LLC (Washington DC)

MD

02/02/2023 - 07/17/2024

MERIDIAN INVESTMENTS, INC. (BETHESDA MD)

TX

02/12/2020 - 01/23/2023

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 02/27/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel John Friday.
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