Samuel Motto (CRD# 2247143) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Insurance | New Haven, CT | Sep 2017 - Current | 6 |
| Knights Of Columbus Asset Advisors LLC | Tampa, FL | Sep 2017 - Current | 6 |
| Foreside Fund Service, LLC | Tampa, FL | Dec 2018 - Dec 2020 | 2 |
| Bank Of America, N.a. | Plant City, FL | Apr 2016 - Sep 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plant City, FL | Apr 2016 - Sep 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Plant City, FL | Aug 2015 - Apr 2016 | < 1 |
| World Financial Group, Inc. | Miami, FL | Jun 2015 - Apr 2016 | < 1 |
| Transamerica | Tampa, FL | Jul 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- FL
-
Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
-
Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.