Samuel Smith (CRD# 5203199) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 17 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seven Arrows, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Nolensville, TN | Jan 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Nashville, TN | Feb 2022 - Jan 2024 | 1 |
| Sagespring Wealth Partners | Nashville, TN | Feb 2022 - Jan 2024 | 1 |
| Southwestern Investment Group | Franklin, TN | Feb 2022 - Nov 2022 | < 1 |
| Move Home Nashville | Franklin, TN | Sep 2020 - Feb 2022 | 1 |
| Ramsey Solutions | Franklin, TN | Feb 2014 - Aug 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TN
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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