Samuel Alexander Post
Investment adviser representative at Post Resch Tallon Group
10 yearsExperience
1 stateRegistered in
$340.2MFirm assets
14 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
- Pension consulting
Experience
10 years in the industry.
- Post Resch Tallon Group IncApr 2026 to now
- LPL FinancialApr 2026 to now
- JP Morgan Chase Bank, N.A.Nov 2019 to Apr 2026
- JP Morgan Securities, LLCNov 2019 to Apr 2026
- Bank of America, N.A.Oct 2016 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Post Resch Tallon Group
Legal name: Post Resch Tallon Group, Inc.
$340.2MAssets managed
440Clients
6Advisers
14 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
- 6340554
- Firm CRD
- 156302