Sam Shehu
CRD Number: 2486647Current Firm: Shehu Asset Management, LLC
Compensation Model: Fee Only
Sam Shehu (CRD# 2486647) is an Investment Advisor Representative working at Shehu Asset Management, LLC in Southbury, CT and has over 30 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shehu Asset Management, LLC | Southbury, CT | Sep 2020 - Current | 3 |
| Lpl Financial LLC | Glastonbury, CT | Feb 2019 - Sep 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Glastonbury, CT | Nov 2016 - Feb 2019 | 2 |
| Wells Fargo Advisors LLC | Glastonbury, CT | Sep 2014 - Nov 2016 | 2 |
| Shehu Asset Management, LLC | Southbury, CT | Apr 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
| S63 | Uniform Securities State Law Examination | Nov 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management2MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$160,000
- A percentage of assets under your management
- 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
CT
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