Inactive

Samuel Barton

Melius Research

CRD 8064992

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Employer firm

Melius Research CRD 312314

155 advisory clients

Reported services (Item 5G)

RESEARCH REPORTS AND CONSULTING

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

Current Employers

Melius Research

152 W. 57Th St. 6Th Floor, New York, NY 10019 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-04-16

NY RA
APPROVED

Since 2025-04-16

Branch Locations

152 W. 57Th St. 6Th Floor, New York, NY 10019 • 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

Organization	City	State	From	To
Melius Research	New York	NY	02/2025	Present
Unemployed	Tuftonboro	NH	08/2024	02/2025
Lehigh University	Bethlehem	PA	08/2019	08/2024
Kingswood Regional High School	Wolfeboro	NH	08/2014	06/2018
Unemployed	Tuftonboro	NH	06/2018	08/2018
Jpga	Hilton Head	SC	08/2018	08/2019

02/2025 → Present

Melius Research

New York, NY
08/2024 → 02/2025

Unemployed

Tuftonboro, NH
08/2019 → 08/2024

Lehigh University

Bethlehem, PA
08/2014 → 06/2018

Kingswood Regional High School

Wolfeboro, NH
06/2018 → 08/2018

Unemployed

Tuftonboro, NH
08/2018 → 08/2019

Jpga

Hilton Head, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-16

S65 Uniform Investment Adviser Law Examination

2025-04-16

View on SEC IAPD

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