Samuel C. Fiechter

WALNUT GREEN ASSET MANAGEMENT

Wilmington, DE 19807

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CRD#: 6164284

Professional summary

Samuel Carpenter Fiechter 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.

CID, INC. NOT INVESTMENT RELATED REAL ESTATE HOLDING COMPANY 162 STONE BLOCK ROW, WILMINGTON, DE 19807 START DATE: 8/1998 VICE PRESIDENT 0 HOURS DUTIES: SERVE AS BACKUP TO PRESIDENT IN CASE OF ILLNESS BROOKDALE FARM MANAGEMENT, LLC NOT INVESTMENT RELATED RENTAL PROPERTY MANAGEMENT 162 STONE BLOCK ROW, WILMINGTON, DE 19807 MANAGER START DATE: 10/ 2006 1 HOUR / MONTH, 0 HOURS DURING BUSINESS HOURS DUTIES: SIGN CHECKS, COLLECT RENT, HIRE THE OCCASIONAL CONTRACTOR Mr. Fiechter is also a Limited Partners in Chalk Creek SLP, LP, an entity established to receive any potential performance based allocations generated by the Chalk Creek Partners GenPar, LLC. This relationships should not create a conflict of interest since Mr. Fiechter only has a minimal time commitment to this entity each month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Carpenter Fiechter'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
(6/13/2023)

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 65

Date: 11/2/2012

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 C. Fiechter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Carpenter Fiechter's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALNUT GREEN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2012

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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