Samuel Stehr (CRD# 7752932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, PA and has 1 year of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Malvern, PA | Sep 2023 - Current | < 1 |
| Creative Financial Group | Newtown Square, PA | May 2023 - Aug 2023 | < 1 |
| Mml Investors Services, LLC | Newtown Square, PA | May 2023 - Aug 2023 | < 1 |
| Clean Peak Landscaping | West Chester, PA | Mar 2023 - Jun 2023 | < 1 |
| Jevs Human Services | Philadelphia, PA | May 2022 - Mar 2023 | < 1 |
| Church Of The Holy Spirit | Roanoke, VA | Jan 2022 - May 2022 | < 1 |
| Rake Digital | Salem, VA | Sep 2021 - Jan 2022 | < 1 |
| Wegmans | Malvern, PA | Mar 2018 - Aug 2021 | 3 |
| West Chester University | West Chester, PA | Aug 2018 - May 2021 | 2 |
| Montgomery County Community College | Blue Bell, PA | Aug 2017 - May 2018 | < 1 |
| Unemployed | Telford, PA | Jun 2013 - Sep 2017 | 4 |
| Faith Christian Academy | Perkasie, PA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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