Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

Cincinnati, OH

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Mayne is a financial advisor with RBC Capital Markets, LLC. Samuel has been in the financial services industry since 2018. Samuel is registered with both FINRA and the states of Ohio and Texas. Samuel has Series 7, Series 24, Series 27, and Series 66 licenses. Samuel has experience working with a variety of clients, including individuals, families, corporations, and institutions. Samuel provides a wide range of financial services, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stephens Investment Management Group, LLC | CFA ® (Certifications)

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Samuel Moore Chase is a financial advisor at Stephens Investment Management Group, LLC. Samuel has been in the industry since 2004 and is registered with the state of Texas. Samuel holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Samuel's previous employment was with Stephens Inc in Houston, Texas. Samuel has experience working with individuals, businesses, and investment companies. Samuel specializes in portfolio management and has a strong track record of success in the financial services industry.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
REGISTRANT PROVIDES ITS MODEL PORTFOLIOS AS RECOMMENDED STRATEGY MODELS TO OTHER ADVISERS FOR USE IN THEIR ADVISORY SERVICES.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

San Francisco, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Samuel James thompson Stockwin is a securities professional with extensive experience in the financial services industry. Samuel is currently registered with HSBC Securities (USA) Inc. and is licensed to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Samuel has a broad range of experience in the securities industry, and has passed the SIE, Series 7, Series 24, Series 63, and Series 79 examinations. Samuel's career has been focused on providing advice to a wide range of clientele including individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Strategic Advisers LLC | CFP ® (Certifications)

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Samuel Stuart Grenning is a financial advisor with Strategic Advisers LLC. Samuel has been working in the financial services industry since 2003. He has a Series 7 and Series 63 license and holds a Certified Financial Planner designation. Samuel has experience working with a variety of clients, including individuals, families, and businesses. He is committed to providing personalized financial advice that meets the unique needs of each client.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDER OF MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Yaw Ntim-addae is a registered representative with Blackrock Investment Management, LLC. Samuel Yaw Ntim-addae has been in the securities industry since December 12, 2021 and is currently registered in 53 states and the District of Columbia. Samuel Yaw Ntim-addae is also registered as an Investment Advisor Representative in New Jersey and New York.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Samuel Thomas Murphy is a registered Investment Advisor Representative with Brighton Jones LLC. Samuel has been in the industry since 2019 and is registered in Virginia. Samuel specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Samuel holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Full Sail Capital, LLC

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Samuel Warner is a licensed Investment Advisor Representative in Oklahoma. Samuel is currently registered with Full Sail Capital, LLC. Samuel has a Series 65 license. Samuel has been in the industry for over 10 years. Samuel's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Selection of Other Advisors. Samuel has experience working with a wide range of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit sharing plans and state or municipal government entities. Samuel has also worked with clients in the Real Estate Industry. Samuel is an active member of the industry and keeps up to date on the latest trends and regulations. Samuel's goal is to help clients achieve their financial goals through sound investment advice.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Capital Counsel LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Samuel Andrew Magid is an Investment Advisor Representative at Capital Counsel LLC, where he has been employed since March 2009. Samuel has been active in the industry since March 2009. Samuel is currently registered in New York. Capital Counsel LLC has been in business since 02/08/2006 and has offices in New York, NY. The firm's main office is located at 527 MADISON AVE., 19TH FLOOR, NEW YORK, NY 10022. Capital Counsel LLC has 9 Investment Advisor Representatives, and 12 employees who perform Investment Advisory Functions. The firm manages approximately $2,326,489,479 in assets for 680 clients. The firm primarily serves high-net-worth individuals and families. They also work with charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm offers a variety of advisory services, including financial planning, portfolio management, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Wilson Cripps is a financial advisor with Stifel, Nicolaus & Company, Inc. based in BALTIMORE, MD. Samuel has over 10 years of experience in the financial services industry. Samuel holds Series 6, SIE and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

HOUSTON, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Stokes is a registered investment advisor representative with Entoro Advisors. Samuel holds a Series 66, Series 24 and a Series 7TO license. Samuel has been in the financial industry for 2 years and has experience in various industries, including environmental consulting, strategic initiatives and investment advising. Samuel has been with Entoro Advisors since January 2024 and is committed to providing exceptional financial advice and services.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles

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