Samuel I. Hyland

WALNUT GREEN ASSET MANAGEMENT

Wilmington, DE 19807

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CRD#: 6164283

Professional summary

Samuel Irenee Hyland is a registered financial advisor currently at WALNUT GREEN ASSET MANAGEMENT, LLC located in Wilmington, Delaware.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Samuel has worked at 1 firm and has passed the Series 65 exam.

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.

Samuel I. Hyland LLC, is a Semi-passive INVESTOR in Rukket LLC a sporting goods company (MEMBER), SPEND 8 HRS/MONTH OUTSIDE TRADING HOURS. is also active with unaffiliated business enterprises that were established to own real estate investment properties, Lord Howe LLC and D&B Properties. He is also a Limited Partner in Chalk Creek SLP, LP and minority owner of LiveOne LLC social media company, and Bredin LLC. He spends less than 10% of his time on these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Irenee Hyland's 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

March 8, 2013 - Present

WALNUT GREEN ASSET MANAGEMENT, LLC

Office #1: 1301 Walnut Green Rd., Wilmington, DE 19807

RIA

CRD#: 166894

Wilmington, DE

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

Delaware
(3/8/2013)

IAR

Texas
(2/27/2014)

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: 12/5/2012

Uniform Investment Adviser Law Examination

Current Firm

WALNUT GREEN ASSET MANAGEMENT, LLC

CRD#: 166894 / SEC#:

Delaware

Registered Investment Advisory firm - (3/8/2013 Approved)

Texas

Registered Investment Advisory firm - (2/20/2014 Conditional Restricted)

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Contact information

Main Address

1301 Walnut Green Rd., Wilmington, DE 19807

Mailing Address

P.o. Box 4016, Wilmington, DE 19807

Phone number

(302) 689-3798

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 75,888,658

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 I. Hyland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Irenee Hyland's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALNUT GREEN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2012

Current Firm

WALNUT GREEN ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WALNUT GREEN ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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