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Samuel Lucas Walesky

Adviceone Advisory Services, LLC

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About Samuel Lucas Walesky

Samuel Walesky is a registered investment advisor representative with Adviceone Advisory Services, LLC. Samuel has been in the industry since March 2024 and is currently registered with the state of Connecticut. Samuel holds the Series 65 license and has completed the Uniform Investment Adviser Law Examination. Samuel focuses on financial planning and portfolio management for individuals. The firm has approximately 1.37 Billion dollars under management.

Firm Information

Samuel Walesky is currently registered with Adviceone Advisory Services, LLC. Adviceone Advisory Services, LLC is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Adviceone manages approximately $1.37 billion in assets for over 4,200 clients.
Adviceone Advisory Services, LLC

100 WESTERN BOULEVARD

GLASTONBURY, CT 06033

$1.37B

Assets Under Management

Not reported

Total Clients

14

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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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 Walesky’s Registration & Firm History

CT

01/17/2025 - Present

Adviceone Advisory Services, LLC (GLASTONBURY CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Lucas Walesky.
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