Samuel Sweitzer, financial advisor Tyrone GA

Samuel Sweitzer

CRD Number: 4747164
Current Firm: Anson Analytics
Compensation Model: Fee Only

Samuel Sweitzer (CRD# 4747164) is an Investment Advisor Representative working at Anson Analytics, Inc. in Tyrone, GA and has over 12 years of experience in the finance industry.

 

Sam Sweitzer founded Anson Capital (now Anson Analytics) in 2002 and is a Chartered Financial Analyst (CFA). Sam has served as an analyst for the private equity group GCI in Chicago and has researched numerous investments in a variety of industries. He has also served as a Portfolio Manager for Derbend Asset Management, co-managing over $100 million in assets.

 

Before entering investment management Sam was a Commissioned Officer in the Tennessee Air National Guard and U.S. Air Force Reserves. He completed Air Force Pilot Training in 1995 and flew Boeing C-17 for the 317th Airlift Squadron out of Charleston SC.

 

Sam Sweitzer has an MBA in finance from the Owen School at Vanderbilt University (2001) and a Bachelor of Arts in English and Economics from Milligan College (1992 magna cum laude). Sam has been married to Kathryn Sweitzer since 2002 and they have two daughters, Anna and Kate. Together, they have worked with numerous organizations, including YoungLife, C12 Group, Partners Worldwide, and Heart for Honduras.

 

Mr. Sweitzer is also an active impact investor, finding and vetting investments that improve the lives of those living in poverty. His current and past investment projects have been in a broad array of countries, including Zambia, Mozambique, South Africa, Zimbabwe, Honduras, and Nicaragua. Sam’s yellow Labrador retriever, named Bear, is a frequent guest at the Anson Capital offices.

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Professional Designations
Company Name Location Dates Years
Anson Capital, Inc. Atlanta, GA Apr 2004 - Current 16
Delta Airlines Atlanta, GA Oct 1999 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Samuel J. Sweitzer
Phone Number: 678-216-0795
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $680,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NH

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