Samuel Eli Smith

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2019 → 03/2025
  Advent Financial Planners
  Ayer, MA
• 03/2014 → 11/2019
  Manulife Asset Management
  Boston, MA
• 08/2020 → Present
  The O.N. Equity Sales Company
  Cincinnatti, OH
• 03/2017 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 05/2025 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC
• 05/2025 → Present
  United Benefit Wealth
  Lunenburg, MA

Other Businesses

United Benefits Wealth, 5/2025, Retirement Specialist, Insurance sales, 15 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-06

Other Names

• Samuel Smith