Samantha Kaufman
Investment adviser representative at Hub Investment Partners, LLC
12 yearsExperience
2 statesRegistered in
$11.9BFirm assets
6 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Hub Investment Partners, LLCAug 2026 to now
- Global Retirement Partners, LLCOct 2023 to now
- Afs Financial Group, LLCMay 2023 to now
- Commonwealth Financial NetworkMay 2023 to Oct 2023
- Self EmployedJun 2022 to May 2023
- EquitableJan 2022 to Jun 2022
- Equitable AdvisorsJan 2022 to Jun 2022
- Self EmployedJun 2021 to Dec 2021
- Equitable Advisors, LLCMar 2019 to May 2021
- AXA Advisors LLCMar 2019 to Jun 2020
- Nightmare GraphicsFeb 2018 to Jan 2020
- The PowerhouseJun 2017 to Dec 2017
- Alernative Handling TechnologiesAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 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
- 7021968
- Firm CRD
- 307956