Samuel Thomas Mosley
Investment adviser representative at Ballew Advisors Inc
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
35 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ballew Advisors IncMay 2026 to now
- Ballew Wealth ManagementOct 2025 to now
- SedgwickSep 2023 to Oct 2025
- OrgillNov 2022 to Sep 2023
- BkdJul 2021 to Nov 2022
- Mississippi State UniversityAug 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MS).
Ballew Advisors Inc
$1.3BAssets managed
971Clients
9Advisers
35 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
- 8209642
- Firm CRD
- 110522