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Samuel M Olmsted

Jefferies LLC

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About Samuel M Olmsted

Samuel Olmsted is a registered representative with Jefferies LLC in Boston, MA. Samuel has been in the securities industry since August 2021. Samuel holds the Series 63, Series 79TO, and SIE licenses. Samuel was previously registered with HSBC Securities (USA) Inc. in New York, NY.

Firm Information

Samuel Olmsted is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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 Olmsted’s Registration & Firm History

MA

08/13/2024 - Present

Jefferies LLC (BOSTON MA)

NY

08/06/2021 - 07/29/2024

HSBC SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel M Olmsted.
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