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Samuel Kluft Koltun

B.b. Graham & Company, Inc.

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About Samuel Kluft Koltun

Samuel Koltun is a licensed financial professional with over 30 years of experience in the financial services industry. Samuel is currently registered with B.b. Graham & Company, Inc. and is located in Orange, California. Prior to that, Samuel was employed with RBC CAPITAL MARKETS, LLC and J. B. HANAUER & CO.. Samuel holds a Series 7, Series 63, and Series 66 licenses. Samuel specializes in financial planning and portfolio management for individuals.

Firm Information

Samuel Koltun is currently registered with B.b. Graham & Company, Inc.. B.b. Graham & Company, Inc. is a California-based corporation founded in June 1996. The firm provides financial planning and investment advisory services to individuals, high-net-worth individuals, and other clients. They offer portfolio management services and are registered with the SEC and in all 50 states.
B.b. Graham & Company, Inc.

1700 W. KATELLA AVE.

ORANGE, CA 92867

$172.70M

Assets Under Management

Not reported

Total Clients

46

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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 Koltun’s Registration & Firm History

CA

08/01/2018 - Present

B.b. Graham & Company, Inc. (ORANGE CA)

FL

10/09/2009 - 08/08/2018

RBC CAPITAL MARKETS, LLC (WEST PALM BEACH FL)

FL

10/08/1987 - 10/09/2009

J. B. HANAUER & CO. (WEST PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 10/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Samuel Kluft Koltun. Review regulatory record here.
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