Samuel Mathews (CRD# 7814412) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities Inc. | Cincinnati, OH | Sep 2023 - Current | < 1 |
| Uwm | Milwaukee, WI | Jun 2022 - Jul 2023 | 1 |
| Ew Scripps | Cincinnati, OH | Jun 2022 - Aug 2022 | < 1 |
| Marietta | Marietta, OH | Aug 2020 - Jun 2022 | 1 |
| Ew Scripps | Cincinnati, OH | Jun 2020 - Aug 2020 | < 1 |
| Marietta | Marietta, OH | Aug 2018 - Jun 2020 | 1 |
| Stephen T. Badin High School | Hamilton, OH | Aug 2014 - May 2018 | 3 |
| Sacred Heart | Fairfield, OH | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.