Samuel Altman

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2025 → 10/2025
  First Command Brokerage Service Inc
  Fort Worth, TX
• 04/2024 → 10/2024
  Kforce
  Tampa, FL
• 09/2023 → 06/2024
  Jacobs Engineering
  Arlington, VA
• 05/2021 → 09/2023
  Insight Global
  Arlington, VA
• 05/2020 → 05/2021
  The Inc Lab
  Tampa, FL
• 01/2018 → 05/2020
  Booz Allen Hamilton
  Tampa, FL
• 07/2015 → 08/2017
  University Of Tampa
  Tampa, FL
• 10/2024 → 04/2025
  Unemployed
  Arlington, VA
• 08/2017 → 12/2017
  Launch Code Coding Academy
  Tampa, FL
• 10/2025 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 10/2025 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 10/2025 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: US Army Reserve Whether the business is investment-related: no Address of the other business: 8831 John J Kingman Rd, Fort Belvoir, VA 22060 Nature of the other business: Military Your position, title, or relationship with the other business: Master Sargeant The start date of your relationship: Sep 15, 2008 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Support US Army Reserve National Capitol Region activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-03
• S63 Uniform Securities Agent State Law Examination
  2025-09-12