Samuel Feldman
Investment adviser representative at 755 Financial
13 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- 755 FinancialJul 2026 to now
- 755 Wealth Management LLC, dba: 755 FinancialJul 2026 to now
- Camp NebagamonMay 2017 to Aug 2017
- Edward JonesJun 2016 to Jul 2026
- University of Missouri - ColumbiaAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
755 Financial
Legal name: 755 Wealth Management, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn 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
- 6646549
- Firm CRD
- 342558