Samuel W. Lehew

WALTON RE SECURITIES

Scottsdale, AZ 85258

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CRD#: 1304568

Professional summary

Samuel William Lehew, who also goes by Bill Lehew, Samuel William Lehew III, Samuel William III Lehew, is a registered financial professional currently at WALTON RE SECURITIES, LLC located in Scottsdale, Arizona.

Samuel is registered as a RR (Registered Representative) and started their career in finance in 1984. Samuel has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 2 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Lehew | Samuel William Lehew Iii | Samuel William Iii Lehew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Samuel William Lehew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2024 - Present

WALTON RE SECURITIES, LLC

Office #1: 8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258

CRD#: 172024

Scottsdale, AZ

Past

September 20, 2010 - July 22, 2024

HINES PRIVATE WEALTH SOLUTIONS LLC

CRD#: 128145

Houston, TX

Past

June 2, 2004 - February 12, 2009

HINES PRIVATE WEALTH SOLUTIONS LLC

CRD#: 128145

CHARLOTTE, NC

Past

August 10, 2001 - May 5, 2004

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

June 29, 1993 - August 7, 2001

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

October 11, 1984 - March 9, 1993

AMERICAN FUNDING, INC.

CRD#: 13363

RALEIGH, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/12/2025)

California
(9/8/2025)

Colorado
(9/8/2025)

Connecticut
(9/8/2025)

District of Columbia
(9/9/2025)

Florida
(9/8/2025)

Georgia
(9/8/2025)

Illinois
(9/10/2025)

Indiana
(9/22/2025)

Iowa
(9/8/2025)

Kansas
(9/5/2025)

Louisiana
(9/5/2025)

Maryland
(9/11/2025)

Massachusetts
(9/8/2025)

Michigan
(9/9/2025)

Minnesota
(9/9/2025)

Missouri
(9/15/2025)

Nebraska
(9/8/2025)

Nevada
(9/8/2025)

New Jersey
(9/8/2025)

New York
(9/7/2025)

North Carolina
(7/23/2024)

Ohio
(9/10/2025)

Oregon
(9/8/2025)

Pennsylvania
(9/8/2025)

South Carolina
(9/8/2025)

Tennessee
(9/8/2025)

Texas
(7/23/2024)

Utah
(9/8/2025)

Virginia
(9/10/2025)

Washington
(9/5/2025)

Wisconsin
(9/10/2025)

Exams

State Security Law Exam

Series 63

Date: 10/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/1992

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 10/4/1984

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 24

Date: 7/12/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WALTON RE SECURITIES, LLC

EI CAPITAL DISTRIBUTORS, LLC | WALTON RE SECURITIES, LLC | ROKA CAPITAL DISTRIBUTORS, LLC | GRT SECURITIES, LLC

CRD#: 172024 / SEC#: , 8-69494

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258

Mailing Address

8800 N Gainey Center Drive Suite 345, Scottsdale, AZ 85258

Phone number

(480) 586-9258

Established

Delaware since 03/05/2014

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WALTON INTERNATIONAL GROUP (S) PTE LTD.	FOREIGN ENTITY
BARENBOIM, LEONARD	CCO, AML OFFICER	1523181
GEORGE, KENNETH RONALD	POO/CFO/FINOP	2643369
HUBBARD, KATHLEEN	PRESIDENT	5564316

Disclosures

Regulatory Event

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.

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Firm Stability Insights

Samuel W. Lehew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Samuel William Lehew's CRS (Customer Relationship Summary).

Certified licenses

Experience

HINES PRIVATE WEALTH SOLUTIONS LLC

HINES PRIVATE WEALTH SOLUTIONS LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

AMERICAN FUNDING, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1984

SIE

Date: 10/1/2018

Series 7

Date: 12/16/1992

Series 2

Date: 10/4/1984

Series 24

Date: 7/12/2005

FINRA

Current Firm

WALTON RE SECURITIES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WALTON RE SECURITIES, LLC

TRUST BUT VERIFY

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