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Samuel Mark Atherton

Apella Wealth

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About Samuel Mark Atherton

Samuel Atherton is an investment advisor representative with Apella Wealth. Samuel has been in the industry since October 2004. Samuel holds the Series 65 license. Samuel specializes in providing financial planning, portfolio management for individuals, and financial planning for charitable organizations, individuals, and businesses. Samuel is also a Certified Financial Planner.

Firm Information

Samuel Atherton is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Samuel Atherton’s Registration & Firm History

VA

05/03/2024 - Present

Apella Wealth (RESTON VA)

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Licenses & Designations

IA

Issued 08/12/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Mark Atherton.
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