Samuel Weitz (CRD# 6583540) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amundi Pioneer Asset Management, Inc. | Boston, MA | Mar 2018 - Current | 6 |
| Lpl Financial, LLC | Stoneham, MA | Dec 2016 - Mar 2018 | 1 |
| Salem Five Financial | Stoneham, MA | Mar 2016 - Mar 2018 | 2 |
| Dave And Busters | Woburn, MA | Sep 2016 - Dec 2016 | < 1 |
| Investors Capital | Lynnfield, MA | Aug 2015 - Mar 2016 | < 1 |
| Wachusett Golf Club | West Boylston, MA | Mar 2015 - Aug 2015 | < 1 |
| Patriots Proshop | Foxborough, MA | Sep 2014 - Apr 2015 | < 1 |
| Fmc Ice Sports | Marlborough, MA | Sep 2014 - Apr 2015 | < 1 |
| Town Of Tewksbury | Tewksbury, MA | May 2014 - Sep 2014 | < 1 |
| University Of Massachusetts - Amherst | Amherst, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- MA
-
Total Assets Under Management99,749MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$383,651,419
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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