Samuel M Vonderheide

Employer firm

Atlas Brown CRD 133408

$605M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → Present
  Atlas Brown
  Louisvile, KY
• 11/2015 → 12/2019
  Private Client Services, Llc
  Louisville, KY

Other Businesses

Friends of the Louisville Zoo; not investment related. 1100 Trevilian Way, Louisville, KY 40213. Support fundraising for the Louisville Zoo. Two hours per month, none during market hours. All Pro Championships, 2541 Holloway Road, Louisville, KY 40299. Non-investment related. Warehouse attendant for event merchandising company. 10 hrs/month, none during trading hrs. Atlas Brown, 333 E Main Street, Suite 400, Louisville, KY 40202. Producing IAR at RIA firm. 173 hrs/month, 140 hrs during trading hours. Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-30
• S63 Uniform Securities Agent State Law Examination
  2012-06-22

Other Names

• Sam M Vonderheide