Brian J. Samuels

FIDUCIENT ADVISORS LLC

Wellesley, MA 02481

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CRD#: 4982256

Professional summary

Brian Joseph Samuels, who also goes by Brian J Samuels, is a registered financial advisor currently at FIDUCIENT ADVISORS LLC located in Wellesley, Massachusetts.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brian has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian J Samuels

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 Brian Joseph Samuels'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

October 7, 2024 - Present

FIDUCIENT ADVISORS LLC

Office #1: 20 William Street Suite 260, Wellesley, MA 02481

RIA

CRD#: 106720

Wellesley, MA

Past

March 5, 2009 - July 7, 2011

SII INVESTMENTS, INC.

RIA

CRD#: 2225

PARSIPPANY, NJ

Past

March 5, 2009 - July 7, 2011

SII INVESTMENTS, INC.

CRD#: 2225

PARSIPPANY, NJ

Past

September 12, 2008 - November 25, 2008

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

August 12, 2008 - November 25, 2008

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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".

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 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

Massachusetts
(2/21/2025)

IAR

Texas
(10/7/2024)

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 66

Date: 9/5/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/2008

General Securities Representative Examination

Current Firm

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 Approved)

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Contact information

Main Address

500 W Madison Street Suite 3260, Chicago, IL 60661-4593

Mailing Address

Phone number

(312) 853-1000

Established

Firm type

Fiscal year end

# of Employees

218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIENT ADVISORS LLC PART 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 67,638,977,771

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/30/2024	Cover Page	Report
11/14/2023	Cover Page	Report
01/23/2023	Cover Page	Report

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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Brian J. Samuels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Samuels's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIENT ADVISORS LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

FIDUCIENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2008

Series 7

Date: 8/11/2008

Current Firm

FIDUCIENT ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIENT ADVISORS LLC

TRUST BUT VERIFY

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