Samuel PembertonCRD 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 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Citrin Cooperman Wealth Management, LP||Philadelphia, PA||Feb 2011 - Current||5|
|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|
Total Assets Under Management1,565MILLIONS
Total Number of Accounts1,352ACCOUNTS
Average Account Value$1,157,187
- 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)
CT, MD, NJ, NY, PA
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