Samuel Sauter (CRD# 7456615) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 2 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoke Advisors | Los Angeles, CA | Oct 2021 - Current | 2 |
| Mike Llayton | Santa Monica, CA | Jun 2021 - Sep 2021 | < 1 |
| College Student | Philadelphia, PA | Jun 2017 - May 2021 | 3 |
| Sewickley Academy | Pittsburgh, PA | Sep 2008 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
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Total Assets Under Management13,363MILLIONS
-
Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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