Raymond Quinn Samuels

Employer firm

Lumida Wealth Management LLC CRD 323410

$133M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 12/2014 → 09/2022
  Ubs Financial Services Inc.
  Weehawken, NJ
• 01/2023 → 12/2024
  Fidelity Personal And Workplace Advisors
  Millburn, NJ
• 01/2025 → 09/2025
  Unemployed
  Englewood, NJ
• 10/2025 → Present
  Lumida Wealth Management Llc
  Wayne, NJ
• 10/2022 → 12/2022
  Unemployed
  N/A, XX

Previous Registrations

• 2023-02-15 → 2024-12-02
  Fidelity Personal And Workplace Advisors
  Millburn, NJ
• 2014-12-10 → 2022-09-08
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY
• 2013-05-23 → 2014-11-11
  Morgan Stanley
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-05-21
• S63 Uniform Securities Agent State Law Examination
  2012-09-10

Other Names

• Ray Quinn Samuels
• Raymond Quinn Samuels
• Raymond Quinn Samuels
• Raymond Samuels