Samuel Mason Westers
Investment Adviser Representative at Abbit Management Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Mason Westers is an investment adviser representative with Abbit Management Corp in Grand Haven, MI, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Ernst & Young Investment Advisers LLP and Brookstone Wealth Advisors, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Retirement Wealth Advisors, LLCJun 2021 – Sep 2023Grand Rapids, MI
- Brookstone Capital ManagementJul 2020 – Sep 2023Grand Rapids, MI
- UnemployedApr 2020 – Jul 2020Grand Rapids, MI
- Black BARN Vineyard & WineryJun 2019 – Apr 2020Rives Junction, MI
- Distribution InternationalMay 2019 – Mar 2020Houston, TX
- Family Capital ManagementOct 2018 – Jul 2019Grand Rapids, MI
- MeijerSep 2016 – Jan 2017Mason, MI
- Grand Valley State UniversityAug 2015 – May 2019Grand Rapids, MI
- Tapfin/EYSep 2023 – Oct 2023Grand Rapids, MI
- Abbit Management CorpNov 2023 – no end date reportedGrand Haven, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Abbit Management Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Abbit offers financial planning, goal creation, retirement projections, portfolio selection, and legacy & estate planning. Financial planning is free and uses Right Capital software to construct personalized financial plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Grand Haven, MI
- SEC file number:
- 801-15995
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Abbit Management Corp
2 other advisors in the directory
Similar advisors in Grand Haven, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Mason Westers 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.
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