Ronald Vincent Samuels

Employer firm

Keystate Advisory, LLC CRD 156226

$16.6B regulatory AUM 80 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2003 → 09/2021
  Wsfs Bank
  Wilmington, DE
• 01/2022 → Present
  Key-State Advisory
  Wilmington, DE
• 10/2021 → 01/2022
  Unemployed
  Wilmington, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-11