Anthony T Sam
Investment adviser representative at Alpha Solutions Investment Advisors
26 yearsExperience
5 statesRegistered in
$466.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Valstock Management IncJan 2017 to now
- Wsj Management, LLCSep 2015 to now
- Alpha Solutions Investment AdvisorsJan 2011 to now
- Xtronx, IncJan 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, NJ, NY, PA, TX).
Alpha Solutions Investment Advisors
Legal name: Alpha Solutions Investment Advisors, LLC
$466.3MAssets managed
490Clients
4Advisers
4 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
- 5891496
- Firm CRD
- 156541