Best Investors Account Sign in
Inactive

Brian Joseph Samuels

Fiducient Advisors LLC

Wellesley, MA

Chicago, IL

Claim This Profile
Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-21
TX RA APPROVED 2024-10-07
  • MA RA
    APPROVED
    Since 2025-02-21
  • TX RA
    APPROVED
    Since 2024-10-07

Branch Locations

20 William Street Suite 165, Wellesley, MA 02481 • United States

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • 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
Willis Towers Watson Chicago IL 10/2013 10/2017
Fiducient Advisors Wellesley MA 10/2017 Present
  • 10/2013 → 10/2017
    Willis Towers Watson
    Chicago, IL
  • 10/2017 → Present
    Fiducient Advisors
    Wellesley, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-05
  • S66 Uniform Combined State Law Examination
    2008-09-05
Designations
Other Names
  • Brian J Samuels

View on SEC IAPD

Other Firms

PEAK FINANCIAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MORGAN STANLEY
SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

More in Wellesley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor