Samuel Hardy, financial advisor Conshohocken PA

Samuel Hardy

CRD Number: 7526838
Current Firm: Nest Egg

Samuel Hardy (CRD# 7526838) is an Investment Advisor Representative working at Nest Egg in Conshohocken, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hardy Solutions Eagleville, PA Aug 2022 - Current 1
J.p. Morgan Securities LLC Philadelphia, PA Mar 2022 - Current 2
Jpmorgan Chase Bank, N.a. Philadelphia, PA May 2021 - Current 2
Mission Bbq Warminister, PA Nov 2020 - Jun 2021 < 1
Temple University Philadelphia, PA Aug 2017 - May 2021 3
Propegy Philadelphia, PA Aug 2020 - Oct 2020 < 1
D4 Creative Group Philadelphia, PA Jun 2020 - Aug 2020 < 1
Temple University Philadelphia, PA Jan 2018 - Aug 2020 2
Hugh's Relocation Lansdale, PA Nov 2019 - Dec 2019 < 1
Unemployed Hatfield, PA Mar 2017 - Jul 2017 < 1
Chipotle North Wales, PA Feb 2017 - Feb 2017 < 1
Unemployed Hatfield, PA Nov 2013 - Jan 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2022
S65 NASAA Investment Advisors Law Examination Aug 2023
Contact Info for Samuel M. Hardy
Phone Number: 888-345-2163
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    2,262
    ACCOUNTS
  • Average Account Value
    $32,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IA, IL, IN, KY, NJ, NY, OH, PA, TN, WI

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