Samuel Phillip Plotkin
Investment adviser representative at Prosperitea Planning
10 yearsExperience
2 statesRegistered in
CFADesignation
$176.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Prosperitea PlanningJan 2024 to now
- Steadfast Insurance LLCOct 2022 to Apr 2024
- Samuel P Plotkin, Sole ProprietorJan 2022 to Oct 2022
- Clarity Wealth Management LLCNov 2021 to Apr 2024
- Ae Wealth Management, LLCOct 2021 to Nov 2021
- Dale Frank FinancialSep 2021 to Nov 2021
- Wellington ManagementJan 2017 to Jul 2021
- UnemployedAug 2016 to Jan 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Prosperitea Planning
Legal name: Tea & Taxes Company dba Prosperitea Planning
$176.9MAssets managed
121Clients
4Advisers
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
- 7449679
- Firm CRD
- 282041