Samuel Britz, financial advisor Glastonbury CT
93 score

Samuel Britz

CRD Number: 3133230
Current Firm: Esi Financial Advisors

Samuel Britz (CRD# 3133230) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services Inc. Montpelier, VT May 2002 - Current 14
National Life Of Vermont Montpelier, VT Jan 2001 - Current 15
Self Employed D.b.a. Profile Duncansville, PA Feb 1997 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 1999
Contact Info for Samuel Britz
Phone Number: 800-344-7437
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    975
    MILLIONS
  • Total Number of Accounts
    6,558
    ACCOUNTS
  • Average Account Value
    $148,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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