Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Victor Short is an investment advisor representative with Cerity Partners LLC. Samuel has been in the industry for at least 2 years. Samuel is registered in California and has a Series 65 license. Samuel has worked with several firms in the past, including Bingham, Osborn & Scarborough, LLC, ALC Environmental, and Pure Green Corp. Samuel specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/01/2025 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 08/31/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Samuel Short is the right advisor for you? Invested Better is here to help.
