Samuel Eli Smith
Investment adviser representative at Alphastar Capital Management
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 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.
- Alphastar Capital Management, LLCMay 2025 to now
- United Benefit WealthMay 2025 to now
- The O.N. Equity Sales CompanyAug 2020 to now
- Ohio National Financial ServicesMar 2017 to now
- Advent Financial PlannersNov 2019 to Mar 2025
- Manulife Asset ManagementMar 2014 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 7284389
- Firm CRD
- 157423