Samuel Joseph Everett

Employer firm

Archway Wealth Management, LLC CRD 326816

$346M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2011 → 09/2023
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 09/2023 → Present
  Archway Wealth Management, Llc
  Kirkwood, MO

Previous Registrations

• 2011-09-26 → 2023-10-10
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
  Frontenac, MO
• 2014-08-13 → 2015-02-04
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  St. Louis, MO
• 2010-04-16 → 2011-09-16
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Other Businesses

1) POWER OF ATTORNEY FOR AUNT, INV RELATED, O'FALLON, MO, START: 10/03/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; 2) CO-TRUSTEE FOR AUNT, INV RELATED, O'FALLON, MO, START: 10/04/2022, 1 HR/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-22

Designations

• Certified Financial Planner