Sam SoubraCRD Number: 5012843
Current Firm: Fidelity Personal And Workplace Advisors
Sam Soubra (CRD# 5012843) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bronx, NY and has over 17 years of experience in the finance industry.
Financial Life Focus, LLC
|Fidelity Investments||Bronx, NY||May 2022 - Current||1|
|New York Life Insurance Company||White Plains, NY||Mar 2022 - Apr 2022||< 1|
|David Lerner Associatess||White Plains, NY||Oct 2021 - Mar 2022||< 1|
|David Lerner Associates||Syosset, NY||Apr 2021 - Oct 2021||< 1|
|Unemployed||Ridgewood, NY||Feb 2021 - Mar 2021||< 1|
|Adelphi Restoriation Group||Astoria, NY||Nov 2020 - Jan 2021||< 1|
|Unemployed||Beirut,||Feb 2017 - Oct 2020||3|
|Vema Group LLC||Long Island City, NY||Apr 2014 - Jan 2017||2|
|Unemployed||Astoria, NY||Nov 2013 - Mar 2014||< 1|
|Ibaroody||Beirut,||Oct 2010 - Oct 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2021|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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