Harvey Samachson, financial advisor Yardley PA
83 score

Harvey Samachson

CRD Number: 1907196
Current Firm: Dynamic Wealth Advisors

Harvey Samachson (CRD# 1907196) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Yardley, PA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Scottsdale, AZ Feb 2018 - Current < 1
Wells Fargo Clearing Services, LLC Jenkintown, PA Nov 2016 - Feb 2018 1
Wells Fargo Advisors LLC Jenkintown, PA Jul 2009 - Nov 2016 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newtown, PA Nov 1988 - Jul 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jun 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Harvey M. Samachson
Phone Number: (877) 257-3840
Firm Website: http://www.dwaadvice.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    676
    MILLIONS
  • Total Number of Accounts
    3,280
    ACCOUNTS
  • Average Account Value
    $206,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, WA

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BADGES
83

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