How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Barbara

ADVISOR PROFILE

Services Offered
Financial planning
Philanthropic services
Trust & estate planning
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth

I*46354 FOR-PROFIT ORGANIZATION NEW YORK, NY 10009 INVESTMENT RELATED: N NEW YORK, NEW YORK 10009 FAMILY BUSINESS, FAMILY HELD, START: 3/1/1979 HRS: 0 HOUR(S) MONTHLY TRADING HOURS: 0 DUTIES: THIS IS A FAMILY OWNED PROPERTY AND I EARN A MONTHLY INCOME FROM RENT. 3)GROW NYC NEW YORK , NY OTHER ADVISORY BOARD MEMBER START: 09/01/2007 HOURS 5, MONTHLY DUTIES: COLLECTIVE RESPONSIBILITY OF FINANCIAL OVERSIGHT I*83271 FOR-PROFIT ORGANIZATION POA INVESTMENT RELATED: N NEW YORK, NEW YORK 10021 OTHER,POA FIDUCIARY, START DATE OF RELATIONSHIP: 6/12/2015 HRS: 1 HOUR(S) MONTHLY TRADING HOURS: 1 DUTIES: POA

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Barbara S Samuelson

Experience: 36 years / 1 firms

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