Samuel J. Everett

ARCHWAY WEALTH MANAGEMENT

Kirkwood, MO 63122

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CRD#: 5579822

Professional summary

Samuel Joseph Everett, CFP® is a registered financial advisor currently at ARCHWAY WEALTH MANAGEMENT, LLC located in Kirkwood, Missouri.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Samuel has worked at 4 firms and has passed the Series 66, SIE 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.

1) POWER OF ATTORNEY FOR AUNT, INV RELATED, O'FALLON, MO, START: 10/03/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; 2) CO-TRUSTEE FOR AUNT, INV RELATED, O'FALLON, MO, START: 10/04/2022, 1 HR/MONTH, 0 HRS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Joseph Everett'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 18, 2023 - Present

ARCHWAY WEALTH MANAGEMENT, LLC

Office #1: 10900 Manchester Rd Suite 203, Kirkwood, MO 63122

RIA

CRD#: 326816

Kirkwood, MO

Past

August 13, 2014 - February 4, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ST. LOUIS, MO

Past

August 13, 2014 - February 4, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

September 26, 2011 - October 10, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FRONTENAC, MO

Past

September 26, 2011 - October 10, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FRONTENAC, MO

Past

April 16, 2010 - September 16, 2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST. LOUIS, MO

Past

December 10, 2009 - September 16, 2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

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".

ARCHWAY WEALTH MANAGEMENT, LLC

CRD#: 326816 / SEC#: 801-128424

RIA

Registered Investment Advisory firm - (7/28/2023 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

Missouri
(9/18/2023)

IAR

Texas
(9/18/2023)

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: 3/22/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2009

General Securities Representative Examination

Current Firm

ARCHWAY WEALTH MANAGEMENT, LLC

CRD#: 326816 / SEC#: 801-128424

RIA

Registered Investment Advisory firm - (7/28/2023 Approved)

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Contact information

Main Address

10900 Manchester Rd Suite 203, Kirkwood, MO 63122

Mailing Address

Phone number

(573) 999-2248

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE FOR ARCHWAY WEALTH MANAGEMENT, LLC (3/5/2025)

DISCLOSURE BROCHURE FOR ARCHWAY WEALTH MANAGEMENT, LLC (3/5/2025)

Regulatory assets under management

Total Number of Accounts	862
AUM (Assets Under Management)	$ 313,134,834

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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Samuel J. Everett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Joseph Everett's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

ARCHWAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/22/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2009

Current Firm

ARCHWAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHWAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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