SB
SB

Samuel Barney

2 Years of Experience
Sandy, UT
Broker

Samuel Barney is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandy, UT, with 2 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

9815 South Monroe St., Suite 550, Sandy, UT, 84070

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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

Samuel works as a financial advisor for Renaissance Financial, providing financial and investment advice since February 2024. This takes nearly full-time hours, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
State Registrations5 states
CANYTNUTVA
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.