SAMUEL SMITH is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-11-09 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-09-16 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-30 | 2025-03-31 | — |