Samuel SmeedCRD Number: 6780874
Current Firm: Fidelity Personal And Workplace Advisors
Samuel Smeed (CRD# 6780874) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Investments||Salt Lake City, UT||Sep 2020 - Current||1|
|Unemployed||Phoenix, AZ||Apr 2020 - Aug 2020||< 1|
|Soul Surgery||Scottsdale, AZ||Mar 2019 - Mar 2020||1|
|National University||La Jolla, CA||Jan 2019 - Jan 2020||1|
|Umb Bank||Phoenix, AZ||Jul 2018 - Mar 2019||< 1|
|Charles Schwab||Phoenix, AZ||Nov 2017 - Jun 2018||< 1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Apr 2017 - Nov 2017||< 1|
|Devry University||Westminster, CO||Aug 2016 - Apr 2017||< 1|
|Cellular Sales||Independence, MO||Aug 2015 - Jul 2016||< 1|
|Unemployed||Pitsburg, KS||Apr 2015 - Aug 2015||< 1|
|Northwood University||West Palm Beach, FL||Mar 2014 - Apr 2015||1|
|Art Institutes Interntional||Lenexa, KS||Mar 2013 - May 2014||1|
|Anthem College||Kansas City, MO||Jan 2013 - Mar 2013||< 1|
|Sprint||Kansas City, MO||Sep 2012 - Dec 2012||< 1|
|Quiktrip||Mission, KS||Jul 2008 - Sep 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2021|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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