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Samuel Lodge

Wallachbeth Capital LLC

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About Samuel Lodge

Samuel Lodge is a registered representative with Wallachbeth Capital LLC. Samuel is licensed in Alaska, California, New Jersey, and New York. Samuel holds a Series 7, Series 63, and Series 57TO. Samuel is a financial professional with over two years of experience in the financial services industry.

Firm Information

Samuel Lodge is currently registered with Wallachbeth Capital LLC. Wallachbeth Capital LLC is a Limited Liability Company formed in May 2008. The firm is registered in 44 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

44

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.

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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Samuel Lodge’s Registration & Firm History

NJ

02/23/2019 - Present

Wallachbeth Capital LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 04/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2019

Series 57TO - Securities Trader Exam

BC

Issued 02/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Samuel Lodge.
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