Samuel Froehlich, financial advisor Vienna VA
89 score

Samuel Froehlich

CRD Number: 5962158
Current Firm: Eagle Strategies LLC

Samuel Froehlich (CRD# 5962158) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Avenue Wealth LLC Vienna, VA Jul 2014 - Current 2
Eagle Strategies LLC Vienna, VA Oct 2013 - Current 3
Nylife Securities LLC Vienna, VA Oct 2012 - Current 4
New York Life Insurance Company Vienna, VA Aug 2011 - Current 5
Unemployed Clifton, VA Jun 2011 - Jul 2011 < 1
East Carolina Univ Greenville, NC Sep 2010 - May 2011 < 1
Jobin Realty Centreville, VA Jun 2010 - Aug 2010 < 1
East Carolina Univ Greenville, NC Aug 2009 - Jun 2010 < 1
Jobin Realty Centreville, VA Jun 2009 - Aug 2009 < 1
East Carolina Univ Greenville, NC Sep 2008 - May 2009 < 1
Jobin Realty Centreville, VA Sep 2006 - Aug 2008 1
Unemployed Clifton, VA Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Samuel S. Froehlich
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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