Samuel Wishneff, financial advisor Atlanta GA
89 score

Samuel Wishneff

CRD Number: 6266845
Current Firm: Longview Wealth Management

Samuel Wishneff (CRD# 6266845) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Longview Wealth Management Atlanta, GA Oct 2015 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2015 - Current 1
Longview Wealth Management Atlanta, GA Sep 2015 - Current 1
Unemployed Boca Raton, FL Apr 2015 - Sep 2015 < 1
Pnc Investments Pittsburgh, PA Nov 2013 - Mar 2015 1
Pnc Bank Pittsburgh, PA Nov 2013 - Mar 2015 1
Pnc Investements Boca Raotn, FL Jun 2013 - Nov 2013 < 1
Wells Fargo Bank Na Atlanta, GA Jul 2012 - May 2013 < 1
Wells Fargo Bank Na Tallahassee, FL Jul 2011 - Jun 2012 < 1
Florida State University Tallahassee, FL May 2008 - Jun 2011 3
Boca Raton Community High School Boca Raton, FL Aug 2004 - May 2008 3
Renzos Pizzaria Boca Raton, FL Dec 2007 - Apr 2008 < 1
Pine Tree Camps Boca Raton, FL Jun 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Samuel D. Wishneff
Phone Number: 404-843-3100
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    415
    MILLIONS
  • Total Number of Accounts
    1,384
    ACCOUNTS
  • Average Account Value
    $299,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IN, LA, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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