SB
SB

Samuel Budlong

36 Years of Experience
Miami, FL
Broker

Samuel Budlong is a registered investment advisor at Florida Atlantic Securities CORP., based in Miami, FL, with 36 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
42 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$101.6M

Fee Structure

Investment management only (planning not offered)

Florida Atlantic Securities Corp. (FASC) offers discretionary investment management services where they manage your investments for you. The annual management fee is a percentage of the value of your account, calculated at the end of each quarter. The exact fee is negotiable. You can end the service at any time with written notice, and you'll only be charged for the services you've already received. FASC may also receive commissions as a broker-dealer, but may reduce advisory fees to offset commissions.

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Location

9130 South Dadeland Blvd, Suite 1628, Miami, FL, 33156

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Florida Atlantic Securities CORP.
July 2021 - Present · 4 yrs 10 mos
Florida Atlantic Securities CORP.Broker
October 1997 - Present · 28 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1989 - July 1997 · 7 yrs 8 mos
State Registrations7 states
FLMDMTNCNYOHWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.