Samuel Hand Robert

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2022
  Newport Group, Inc.
  Walnut Creek, CA
• 05/2011 → 01/2022
  Newport Group Securities, Inc.
  Lake Mary, FL
• 01/2018 → 01/2022
  Newport Group Consulting, Llc
  Lake Mary, FL
• 01/2022 → 02/2026
  Valmark Securities, Inc.
  Akron, OH
• 02/2022 → 02/2026
  Valmark Advisers, Inc.
  Akron, OH
• 02/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2022-02-04 → 2026-03-17
  Valmark Advisers, Inc.
  Roanoke, TX
• 2018-01-05 → 2022-01-24
  Newport Group Consulting, Llc
  Dallas, TX
  Lake Mary, FL
• 2011-05-19 → 2017-12-22
  Newport Group Securities, Inc.
  Dallas, TX
  Lake Mary, FL
  Lake Mary, FL
  Lake Mary, FL
  Dallas, TX
  Dallas, TX
  Lake Mary, FL
• 2005-07-01 → 2007-01-03
  Chase Investment Services Corp.
  Arlington, TX
  Arlington, TX
  Arlington, TX
• 2004-11-12 → 2005-06-17
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

Fixed insurance sales and service; investment related; Roanoke, TX 76262; sales and service of non-variable insurance products; agent; 2/2026; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products__|__

Exams

• S66 Uniform Combined State Law Examination
  2004-11-11

Other Names

• Samuel H. Robert
• Sam Robert