Sam Shehu
Sam Shehu is a registered investment advisor at Shehu Asset Management, LLC, based in Southbury, CT, with 24 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shehu Asset Management's fee is negotiable, ranging from 0% to 2% annually based on the value of your portfolio. Fees are assessed and billed at the end of each month. The fee for the first month is adjusted based on when your account was opened. You and S.A.M, LLC will decide whether fees are automatically deducted from your account or billed separately.
Location
88 Railstone Drive, Southbury, CT, 06488
Get directionsHistory
Regulatory History (2)
Regulatory
June 2022Employment Separation After Allegations
September 2020Other Business Activities
Sam is the sole member and manager of S S LaundryLLC, a self-serve laundry business, since 2021. He dedicates a few hours per week to this non-investment-related activity.
Employment History
Current Registrations
Shehu Asset Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Shehu Asset Management, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Lew Lieberbaum & CO., INC.Broker
State Registrations1 state
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.