Samuel M. Kirkpatrick

MAYFAIR ADVISORY GROUP

Birmingham, AL 35223

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CRD#: 4356016

Professional summary

Samuel Mccurdy Kirkpatrick, who also goes by Sam Kirkpatrick, Samuel Mccurdy Kirkpatrick III, is a registered financial advisor currently at MAYFAIR ADVISORY GROUP, LLC located in Birmingham, Alabama.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Samuel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Kirkpatrick | Samuel Mccurdy Kirkpatrick Iii

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 Mccurdy Kirkpatrick'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

September 5, 2019 - Present

MAYFAIR ADVISORY GROUP, LLC

Office #1: 3300 Cahaba Road Suite 201, Birmingham, AL 35223

RIA

CRD#: 304668

Birmingham, AL

Past

December 24, 2008 - September 6, 2019

BHK SECURITIES, LLC

RIA

CRD#: 139665

BIRMINGHAM, AL

Past

September 6, 2006 - September 6, 2019

BHK INVESTMENT ADVISORS

RIA

CRD#: 140515

BIRMINGHAM, AL

Past

September 1, 2006 - September 6, 2019

BHK SECURITIES, LLC

CRD#: 139665

BIRMINGHAM, AL

Past

August 1, 2003 - August 31, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BIRMINGHAM, AL

Past

April 23, 2001 - August 31, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAYFAIR ADVISORY GROUP, LLC

BIRCH WEALTH PARTNERS, LLC | MAYFAIR ADVISORY GROUP, LLC

CRD#: 304668 / SEC#: 801-117219

RIA

Registered Investment Advisory firm - (8/20/2019 Approved)

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

Alabama
(9/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2001

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: 4/20/2001

General Securities Representative Examination

Current Firm

MAYFAIR ADVISORY GROUP, LLC

BIRCH WEALTH PARTNERS, LLC | MAYFAIR ADVISORY GROUP, LLC

CRD#: 304668 / SEC#: 801-117219

RIA

Registered Investment Advisory firm - (8/20/2019 Approved)

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Contact information

Main Address

110 Office Park Drive Suite 220, Birmingham, AL 35223

Mailing Address

Phone number

(205) 395-6970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFAIR ADVISORY GROUP, LLC (3/4/2025)

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 718,448,245

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 M. Kirkpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Mccurdy Kirkpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

BHK SECURITIES, LLC

BHK INVESTMENT ADVISORS

BHK SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

MAYFAIR ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2003

Series 63

Date: 5/18/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/20/2001

Current Firm

MAYFAIR ADVISORY GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFAIR ADVISORY GROUP, LLC

TRUST BUT VERIFY

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