SP
SP

Samuel Parmar

25 Years of Experience
New York, NY
Broker

Samuel Parmar is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

320 Park Avenue, Fl 9, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Samuel works part-time as an associate/employee at Macy's, handling retail/back office duties. This takes about a quarter to half of his time, with no time spent during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
April 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - January 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - January 2017 · 10 mos
Morgan Stanley
June 2009 - April 2016 · 6 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2000 - April 2007 · 6 yrs 9 mos
State Registrations3 states
CTNJNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.