Edward Samp (CRD# 6371313) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 9 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 |
|---|---|---|---|
| Sensible Financial Planning | Waltham, MA | Aug 2016 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- MA
-
Total Assets Under Management775MILLIONS
-
Total Number of Accounts1,597ACCOUNTS
-
Average Account Value$485,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, LA, MA, MD, NH, NY, TX
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