Samuel Pemberton, financial advisor Philadelphia PA
93 score

Samuel Pemberton

CRD Number: 5628497
Current Firm: Citrin Cooperman Wealth Management, LP

Samuel Pemberton (CRD# 5628497) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Citrin Cooperman Wealth Management, LP Philadelphia, PA Feb 2011 - Current 7
Mml Investors Services, Inc. Bala Cynwyd, PA Oct 2009 - Feb 2011 1
Massmutual Life Insurance Company Bala Cynwyd, PA Sep 2009 - Feb 2011 1
Unemployed Philadelphia, PA May 2009 - Sep 2009 < 1
American Freedom Assurance Berwyn, PA Feb 2009 - May 2009 < 1
The Vanguard Group Wayne, PA Oct 2008 - Feb 2009 < 1
The P.i.n.k. Spirits Company New York, NY May 2008 - Oct 2008 < 1
Wake Forest University Winston-salem, NC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Samuel H. Pemberton
Phone Number: 215-545-4800
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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