Samuel Marcus (CRD# 7800376) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | San Leandro, CA | Aug 2023 - Current | < 1 |
| Massmutual Life Insurance Co | San Leandro, CA | Jun 2023 - Current | < 1 |
| Unemployed | Scottsdale, AZ | Apr 2023 - Jun 2023 | < 1 |
| Family First Life | Mesa, AZ | Oct 2022 - Mar 2023 | < 1 |
| Shield Company Marketing | Mesa, AZ | May 2018 - Sep 2022 | 4 |
| University Of Arizona | Tucson, AZ | Aug 2017 - May 2021 | 3 |
| North Chevy Chase Pool | North Chevy Chase, MD | May 2015 - Aug 2017 | 2 |
| Bethesda-chevy Chase High School | Bethesda, MD | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
- TX
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
-
Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, 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.