Samson Scott Staff
Investment adviser representative at Diastole Wealth Management
11 yearsExperience
2 statesRegistered in
$396MFirm assets
26 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Diastole Wealth ManagementOct 2022 to now
- NessNov 2021 to Nov 2022
- NecAug 2017 to Jun 2021
- Diastole Wealth ManagementJan 2017 to Nov 2021
- OlloDec 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Diastole Wealth Management
Legal name: Diastole Wealth Management, Inc.
$396MAssets managed
275Clients
9Advisers
26 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
- 7726510
- Firm CRD
- 111604