Samuel Mcmanus Kiefer

Current Employers

Employment History

• 02/2012 → 05/2018
  Rpg Family Wealth Advisory, Llc
  Burlington, MA
• 02/2012 → 05/2018
  Purshe Kaplan Sterling Investments, Inc.
  Burlington, MA
• 05/2018 → 09/2022
  Triad Advisors Llc
  Norcross, GA
• 05/2018 → 09/2022
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 09/2022 → 06/2024
  Lpl Financial Llc
  Burlington, MA
• 09/2022 → Present
  Wealth Enhancement Advisory Services
  Burlington, MA
• 09/2022 → Present
  Wealth Enhancement Group
  Burlington, MA
• 09/2022 → Present
  Wealth Enhancement Brokerage Services
  Burlington, MA

Previous Registrations

• 2018-05-31 → 2022-09-22
  Pinnacle Private Wealth, Llc
  Burlington, MA
• 2012-02-21 → 2018-06-06
  Rpg Family Wealth Advisory, Llc
  Burlington, MA
• 2010-06-21 → 2012-02-27
  Ubs Financial Services Inc.
  Boston, MA
  Boston, MA
  Wellesley, MA

Other Businesses

1) 09/20/2022 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 9/15/2022 - 220 Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2) Family Rev Trust - Investment Related - Wayland, MA - Act in a Fiduciary Capacity - Co-Trustee for Family Trust - Start Date: 11/2021 - <1 Hour Spent Per Month, <1 Hour Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-30
• S65 Uniform Investment Adviser Law Examination
  1997-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-01-31