SM
SM

Samuel Mcbride

9 Years of Experience
Daniel Island, SC
BrokerSells Insurance

Samuel Mcbride is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492

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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 ActivitiesSells Insurance

Samuel owns Fairoaks Services LLC, a pass-through entity for his 1099 income, and is an agent/broker for Commonwealth Fixed Insurance, selling fixed insurance as opportunities arise, dedicating a few hours per week. Samuel also works as a clothing model, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
December 2016 - August 2023 · 6 yrs 8 mos
Securian Financial Services, INC.Broker
October 2016 - August 2023 · 6 yrs 10 mos
State Registrations26 states
ALARCACOCTDCFLGAIDILKYLAMAMEMNMOMSNCOHORPASCSDTNTXVA
AdvisorBrokerBoth

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.