Ethan Samuels
Investment adviser representative at Foundations Investment Advisors LLC
9 yearsExperience
2 statesRegistered in
$10.1BFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Foundations Investment Advisors, LLCDec 2025 to now
- New York Life Insurance CoJul 2024 to now
- Eagle Strategies LLCAug 2025 to Nov 2025
- Park Avenue SecuritiesJun 2023 to Jul 2025
- Guardian Life Insurance CompanyJan 2021 to Jul 2025
- US Vet LifeJan 2018 to Jan 2021
- The Assurance GroupApr 2017 to Jan 2018
- Neilson FinancialApr 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6363844
- Firm CRD
- 175083