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BJ

Brian Joseph Samuels

Investment Adviser Representative at FIDUCIENT ADVISORS LLC

Wellesley, MACRD #4982256Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
2 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MassachusettsTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/5/2008
Series 7
General Securities Representative Examination
Passed 8/11/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Fiducient Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIDUCIENT ADVISORS LLCCurrent
10/7/2024Wellesley, MA
SII INVESTMENTS, INC.
3/5/20097/7/2011Parsippany, NJ
THE AYCO COMPANY,L.P.
9/12/200811/25/2008Parsippany, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Joseph Samuels has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brian Joseph Samuels - Financial Advisor in Wellesley, MA | AdvisorFinder