Samuel C. Bridgers
Professional summary
Samuel Clay Bridgers III is a registered financial advisor currently at REDWOOD WEALTH MANAGEMENT GROUP, LLC located in Medford, New Jersey and ALMANACK INVESTMENT PARTNERS located in Medford, New Jersey.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Samuel has worked at 11 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Clay Bridgers III's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 4, 2015 - Present
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Office #1: 400 Stokes Rd, Medford, NJ 08055April 30, 2026 - Present
ALMANACK INVESTMENT PARTNERS
Office #1: 400 Stokes Road, Medford, NJ 08055September 27, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 400 Stokes Rd, Medford, NJ 08055October 1, 2013 - December 22, 2015
LANE HIPPLE - WEALTH MANAGEMENT GROUP
September 27, 2006 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
May 15, 2006 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
September 15, 2003 - May 23, 2006
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
September 15, 2000 - October 15, 2003
J.J.B. HILLIARD, W.L. LYONS, LLC
February 21, 1991 - September 18, 2000
PHILADELPHIA INVESTORS, LTD.
July 26, 1990 - February 14, 1991
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
April 8, 1985 - August 8, 1990
HESS, GRANT & COMPANY, INC.
April 18, 1984 - March 25, 1985
FIRST JERSEY SECURITIES, INC.
Primary Firm SEC Registration
ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/27/2013)
(9/27/2013)
(9/27/2013)
(9/27/2013)
(12/4/2015)
(1/7/2021)
(9/27/2013)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 8
Date: 3/13/1995
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
