John Sammut
John Sammut is a registered investment advisor at Independent Financial Partners, based in Skaneateles, NY, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3460 County Line Road, Skaneateles, NY, 13152
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance and provides Medicare product referrals. He dedicates minimal time to these non-investment related activities, which occur at the branch location.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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