Samuel Alleyne (CRD# 2118134) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Montclair, NJ and has over 32 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Debt Free 4 Life | Pittsburgh, PA | Sep 2022 - Current | < 1 |
| Foundations Investment Advisors LLC | Montclair, NJ | May 2019 - Current | 4 |
| The College Funding Academy, LLC | Montclair, NJ | Aug 2017 - Current | 5 |
| Intrinsic Wealth Strategies, Inc. | Montclair, NJ | Aug 2014 - Current | 8 |
| Horter Investment Management | Cincinnati, OH | Aug 2016 - May 2019 | 2 |
| Gradient Securities, LLC | Arden Hills, MN | Aug 2014 - Aug 2016 | 2 |
| Gradient Advisors, LLC | Arden Hills, MN | Aug 2014 - Apr 2015 | < 1 |
| Guardian Life Insurance Co Of America | Orange, NJ | Jul 2010 - Aug 2014 | 4 |
| Park Avenue Securities LLC | Orange, NJ | Jul 2010 - Aug 2014 | 4 |
| International Planning Alliance, LLC | Wayne, NJ | Jan 1999 - Aug 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- NJ
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Total Assets Under Management3,760MILLIONS
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Total Number of Accounts34,273ACCOUNTS
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Average Account Value$109,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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