Samuel A Buchanan
Investment adviser representative at Asset Dedication, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Asset Dedication, LLCMay 2026 to now
- Mascagni Wealth Management, Inc.Jun 2024 to May 2026
- Wellspire Financial GroupAug 2023 to Dec 2023
- International PaperMay 2023 to Aug 2023
- Brooks BrothersDec 2022 to Dec 2023
- U.S. House of RepresentativesMay 2022 to Aug 2022
- Mississippi State UniversityAug 2020 to May 2024
- Smoothie KingApr 2020 to Aug 2020
- Jackson Prepatory SchoolAug 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MS).
Asset Dedication, LLC
$2.9BAssets managed
1,998Clients
11Advisers
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
- 7805470
- Firm CRD
- 151988