Samuel Warren Needham
Investment adviser representative at Constellation Wealth Advisors
10 yearsExperience
1 stateRegistered in
$5.4BFirm assets
18 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 assetsSubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Constellation Wealth AdvisorsApr 2023 to now
- JPMorgan Chase Bank NAJul 2019 to now
- JPMorgan Securities LLCJul 2019 to now
- Goldman Sachs and Co.May 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Constellation Wealth Advisors
Legal name: Quadrant Capital Group LLC
$5.4BAssets managed
417Clients
15Advisers
18 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
- 6230783
- Firm CRD
- 147253