ST
CFP
ST
CFP

Samuel Rey Tenney

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
332 clients
Average Client Portfolio
$763K average
Assets Under Management
$253.2M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,200
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Location

20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104

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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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Other Business ActivitiesSells Insurance

Samuel sells various insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating a few hours per week to this activity. He also manages Fidelis Wealth Advisors, spending about half his time on financial planning and investing, and manages a commercial rental property, dedicating minimal time.

Employment History
Current Registrations
Fidelis Wealth Advisors
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - July 2021 · 3 yrs 11 mos
Northwest Asset Management
July 2017 - August 2018 · 1 yr 1 mo
LPL Financial LLCBroker
September 2009 - June 2016 · 6 yrs 9 mos
Gallacher Capital Management, LLC
April 2002 - July 2017 · 15 yrs 3 mos
Mutual Service CorporationBroker
March 2002 - September 2009 · 7 yrs 6 mos
Wma Securities, INC.Broker
September 2000 - March 2002 · 1 yr 6 mos
State Registrations4 states
AZCOTXUT
Advisor
Exams
No exam information available for this advisor.
Samuel Rey Tenney - Financial Advisor | TrueAdvisor