Samuel Adams Sells

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 10/2023 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → 02/2024
  In-N-Out Burger
  Tempe, AZ
• 08/2019 → 05/2023
  Full Time Education
  Tempe, AZ
• 06/2021 → 07/2021
  Amazon
  Chandler, AZ
• 05/2020 → 07/2020
  Batteries Plus Bulbs
  Spokane, WA
• 08/2015 → 08/2019
  Full Time Education
  Spokane, WA
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2024-01-17 → 2024-07-09
  Equitable Advisors, Llc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21

Other Names

• Samuel Adams Sells
• Samuel Sells