Samuel Solomon Springberg
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
10 years in the industry.
- Osaic Wealth, Inc.Jul 2024 to now
- Springberg Wealth ManagementJul 2024 to now
- Assetmark Brokerage, LLCJan 2022 to Jun 2024
- Assetmark Financial Holdings, Inc.Jan 2022 to Jun 2024
- Equitable Advisors, LLCJun 2020 to Jan 2022
- AXA Advisors, LLCJun 2020 to Jun 2020
- UnemployedMar 2020 to Jun 2020
- Doubletree HiltonJun 2019 to Mar 2020
- Pionic PizzaFeb 2018 to Jun 2018
- TapingoAug 2017 to Jun 2018
- Masonry and MoreJun 2017 to Jul 2017
- University of ArizonaAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7256080
- Firm CRD
- 23131