Samuel Post
Samuel Post is a registered investment advisor at Post Resch Tallon Group, based in Pittsford, NY, with 10 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 440 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.90% to 1.00% and are negotiable at the firm's discretion based on complexity, asset types, and relationship size.
Fee Estimator
Location
1163 Pittsford-Victor Road, Suite 240, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Employment History
Current Registrations
LPL Financial LLCBroker
Post Resch Tallon Group
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
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
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