Samuel D. Webster

SIGNAL RIDGE CAPITAL PARTNERS

Framingham, MA 01701

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CRD#: 4125892

Professional summary

Samuel Douglas Webster, CIMA® is a registered financial advisor currently at SIGNAL RIDGE CAPITAL PARTNERS, LLC located in Framingham, Massachusetts.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Samuel has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Samuel Douglas Webster'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 11, 2013 - Present

SIGNAL RIDGE CAPITAL PARTNERS, LLC

Office #1: 434 Old Connecticut Path Suite 3a, Framingham, MA 01701

RIA

CRD#: 167576

Framingham, MA

Past

November 25, 2009 - October 16, 2013

PW GLOBAL ADVISORS

RIA

CRD#: 146816

BOSTON, MA

Past

March 27, 2000 - December 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/11/2013)

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Exams

State Security Law Exam

IAR

Series 66

Date: 3/20/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/14/2000

General Securities Representative Examination

Current Firm

SIGNAL RIDGE CAPITAL PARTNERS, LLC

CRD#: 167576 / SEC#: 801-134889

Massachusetts

Registered Investment Advisory firm - (6/11/2013 Approved)

New York

Registered Investment Advisory firm - (6/6/2014 Approved)

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Contact information

Main Address

434 Old Connecticut Path Suite 3a, Framingham, MA 01701

Mailing Address

Phone number

(617) 607-3222

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SRCP ADV PART2A WRAP FEE BROCHURE (11/4/2025)

SRCP ADV PART 2A 2B BROCHURE (11/4/2025)

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 110,618,027

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel D. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Douglas Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNAL RIDGE CAPITAL PARTNERS, LLC

PW GLOBAL ADVISORS

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2000

Series 7

Date: 2/14/2000

Current Firm

SIGNAL RIDGE CAPITAL PARTNERS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL RIDGE CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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