Samuel Anthony Bluso
Professional Summary
Samuel Anthony Bluso, who also goes by Sam Bluso, is a registered financial advisor currently at M&T SECURITIES, INC. located in Cleveland, Ohio. Samuel is registered as a RR (Registered Representative) and started their career in finance in 2004. Samuel has worked at 6 firms and has passed the Series 63, SIE, Series 79, Series 7 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 Bluso
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Current Firm
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.
Contact Information
Main Address
1 Light Street Suite 2000, Buffalo, NY 14202Mailing Address
1 Light Street, Baltimore, MD 21202Phone Number
(410) 244-4307Established
New York since 11/13/1985Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
901FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M&T BANK CORPORATION | SHAREHOLDER | — |
| BRETT, MICHELLE THERESE | DIRECTOR | 7965730 |
| COLLINS, ATWOOD III | DIRECTOR | 5634496 |
| DETTMANN, BRIAN JOHN | DIRECTOR | 4659106 |
| GIORGIO, HUGH EVANS | DIRECTOR | 7535939 |
| HOGAN, PAUL JOSEPH | DIRECTOR | 2849151 |
| JENNINGS, RACHEL MENN | DIRECTOR | 3265541 |
| PETRUS, TANYA MARIE | PRINCIPAL FINANCIAL OFFICER/FINOP | 4848556 |
| REILLY, MICHAEL MACKAY | DIRECTOR | 4575618 |
| REMORENKO, ALEXSANDRA | PRESIDENT | 5699601 |
| REMORENKO, ALEXSANDRA | CHIEF COMPLIANCE OFFICER | 5699601 |
Disclosures
Regulatory Event
6Arbitration
1Bond
1Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(4/25/2022)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jun 2015About the Series 79 examSRO Registrations
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
CRS (Client Relationship Summary) - BD
Click below to view Samuel Anthony Bluso's CRS (Customer Relationship Summary).
Similar Advisors
KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
CLEVELAND WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
