Samuel Dickson Skinner
Professional Summary
Samuel Dickson Skinner, who also goes by Sam Skinner, Samuel D Skinner, is a registered financial advisor currently at KIPLING CAPITAL, INC. located in Mill Valley, California. Samuel is registered as a RR (Registered Representative) and started their career in finance in 1987. Samuel has worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 7, Series 3 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sam Skinner, Samuel D Skinner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
ALTOS SECURITIES, INC. | LOS ALTOS INVESTMENT SECURITIES, INC. | KIPLING CAPITAL, INC.
Contact Information
Main Address
100 Shoreline Hwy. 200-b, Mill Valley, CA 94941Mailing Address
100 Shoreline Hwy. 200-b, Mill Valley, CA 94941Phone Number
(415) 339-4080Established
California since 02/23/1996Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (42 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(9/2/2021)
(4/22/2020)
(4/19/2020)
(12/8/2020)
(4/20/2020)
(4/20/2020)
(6/26/2020)
(1/22/2024)
(4/22/2020)
(6/30/2020)
(1/23/2024)
(4/20/2020)
(4/27/2020)
(1/19/2024)
(5/12/2020)
(12/22/2020)
(5/27/2020)
(8/13/2021)
(2/25/2021)
(6/26/2020)
(6/26/2020)
(5/8/2023)
(9/18/2024)
(5/6/2023)
(12/9/2020)
(4/23/2020)
(5/8/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Apr 2017About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Samuel Dickson Skinner's CRS (Customer Relationship Summary).
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