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Samuel Frederick Schaeffer

Lords Wealth

Nyack, NY

CRD 7135534

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Employer firm

Lords Wealth CRD 302002

28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Lords Wealth

Nyack, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-08
  • NY RA
    APPROVED
    Since 2021-02-08

Branch Locations

Nyack, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B S F S Advisors Nyack NY 01/2019 Present
Samuel Schaeffer Nyack NY 01/2017 07/2019
The Leneta Company Mahwah NJ 08/2012 09/2020
  • 01/2019 → Present
    B S F S Advisors
    Nyack, NY
  • 01/2017 → 07/2019
    Samuel Schaeffer
    Nyack, NY
  • 08/2012 → 09/2020
    The Leneta Company
    Mahwah, NJ
Other Businesses

The Leneta Company. 15 Whitney Road, Mahwah, NJ 07430. The Leneta Company is a manufacturing company. My role is administrator. I administer payroll and certain benefits. This started in September of 2020 and I spend approximately 5 hours a week on it total and during trading hours. I also work for myself as a personal coach a couple of hours a week out of my home.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-08
  • S65 Uniform Investment Adviser Law Examination
    2019-02-08
Other Names
  • Samuel Frederick Schaeffer

View on SEC IAPD

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