Edward Samp, financial advisor Waltham MA

Edward Samp

CRD Number: 6371313
Current Firm: Sensible Financial Planning And Management, LLC

Edward Samp (CRD# 6371313) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sensible Financial Planning Waltham, MA Aug 2016 - Current 5
Unemployed Roxbury Crossing, MA Jun 2016 - Jul 2016 < 1
Us Financial Advisors, LLC Braintree, MA May 2015 - May 2016 1
Lpl Financial LLC Braintree, MA Sep 2014 - May 2016 1
Us Wealth Management Braintree, MA Jul 2014 - May 2016 1
Northeastern University Boston, MA Jan 2014 - May 2014 < 1
Thunderstorm Capital Boston, MA Jul 2013 - Dec 2013 < 1
Northeastern University Boston, MA Jan 2013 - Jun 2013 < 1
John Hancock Financial Services Boston, MA Jul 2012 - Dec 2012 < 1
Northeastern University Boston, MA Jan 2012 - Jun 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Edward J. Samp
Phone Number: 781-642-0890
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    616
    MILLIONS
  • Total Number of Accounts
    1,412
    ACCOUNTS
  • Average Account Value
    $436,590
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, LA, MA, MD, NH, NY, TX, VA

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