SS
CFA
SS
CFA

Stephen Samuel

10 Years of Experience
Houston, TX

Stephen Samuel is a CFA-designated registered investment advisor at Aristobulus Investment Management, LLC, based in Houston, TX, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
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Location

1109 Andrews Street, Houston, TX, 77019

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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

Stephen is an accountant and occasionally offers clients advice or products related to this activity. He spends nearly full-time hours per week on his accounting business, considering it his primary occupation.

Employment History
Current Registrations
Aristobulus Investment Management, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Aristobulus Investment Management, LLC
March 2022 - December 2022 · 9 mos
Aristobulus Investment Management, LLC
March 2015 - December 2021 · 6 yrs 9 mos
Aristobulus, LLC
November 2009 - December 2010 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.