Yaldez Abdel SamedCRD Number: 5623606
Current Firm: Key Investment Services LLC
Yaldez Abdel Samed (CRD# 5623606) is an Investment Advisor Representative working at Key Investment Services LLC in Manchester, CT and has over 8 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Key Investment Services LLC||Manchester, CT||Sep 2016 - Current||1|
|Lpl Financial LLC||Wethersfield, CT||Sep 2012 - Sep 2016||4|
|First Niagara Bank||Manchester, CT||Sep 2012 - Sep 2016||4|
|Unemployed||Newington, CT||Aug 2011 - Sep 2012||1|
|Ing Financial Partners, Inc.||Windsor, CT||Jan 2011 - Aug 2011||< 1|
|Ing Financial Advisers, LLC||Windsor, CT||Jul 2010 - Dec 2010||< 1|
|Morgan Stanley Smith Barney||West Hartford, CT||Jun 2009 - Jun 2010||1|
|Citigroup Global Markets Inc.||West Hartford, CT||Dec 2008 - Jun 2010||1|
|Wachovia||Glastonbury, CT||Jul 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
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:
- Financial Issue
- Employer Dispute
Total Assets Under Management1,744MILLIONS
Total Number of Accounts11,490ACCOUNTS
Average Account Value$151,779
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
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