TrueAdvisor
TrueAdvisor
BS
CFA
BS
CFA

Brian Joseph Samuels

Fiducient Advisors LLC
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Fiducient Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

Location

20 William Street, Suite 165, Wellesley, MA, 02481

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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
Fiducient Advisors LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Sii Investments, INC.
March 2009 - July 2011 · 2 yrs 4 mos
The Ayco Company,l.p.
September 2008 - November 2008 · 2 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.