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Samuel J. Sweitzer

Investment adviser representative at Anson Analytics
22 yearsExperience
1 stateRegistered in
CFADesignation
$242.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Anson AnalyticsMay 2004 to now
  2. Anson Capital, Inc.Apr 2004 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 1 state (GA).

Anson Analytics

Legal name: Anson Capital, Inc.

$242.2MAssets managed
117Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4747164
Firm CRD
131416
Advisor's SEC record (opens in a new tab)
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