Yaldez Abdel Samed, financial advisor East Hampton CT

Yaldez Abdel Samed

CRD Number: 5623606
Current Firm: Citizens Securities, Inc.

Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Hampton, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Deep River, CT May 2019 - Current 4
Key Investment Services LLC Manchester, CT Sep 2016 - May 2019 2
Lpl Financial Llc / First Niagara Bank Wethersfield, CT Sep 2012 - Sep 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Yaldez Abdel Samed
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
  • CT
  • FL
  • GA
  • NH
  • NC
  • RI
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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