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Samuel David Wishneff

Samuel D. Wishneff

LONGVIEW WEALTH MANAGEMENT
Atlanta, GA 30342
Some features on this profile are disabled
CRD#: 6266845
Samuel David Wishneff

Professional summary

Samuel David Wishneff, CFP®, who also goes by Wishneff Samuel, Samuel Wishneff, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Samuel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Wishneff Samuel | Samuel Wishneff

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.
SEPT 2015; INSURANCE SALES, ATLANTA, GA; NON INVESTMENT RELATED; SELLING INSURANCE; FINANCIAL ADVISOR; DEVOTE 2 HRS/MONTH DURING MARKET HOURS. SEPT 2015; LONGVIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; INVESTMENT ADVISORY SERVICES; FINANCIAL ADVISOR; OVERALL FINANCIAL PLANNING; DEVOTE 120 HRS/MONTH DURING MARKET HOURS. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel David Wishneff'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: 2017

Experience

Current

October 19, 2015 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342
RIA
CRD#: 136214
Atlanta, GA
Past

January 3, 2023 - December 31, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
ATLANTA, GA
Past

September 10, 2015 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ATLANTA, GA
Past

April 14, 2014 - March 26, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
DELRAY BEACH, FL
Past

January 3, 2014 - March 26, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
DELRAY BEACH, FL

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".
LW
LONGVIEW WEALTH MANAGEMENT
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA
Registered Investment Advisory firm - (9/19/2005 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
Georgia
(10/19/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/11/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/3/2014
General Securities Representative Examination

Current Firm

LW
LONGVIEW WEALTH MANAGEMENT
FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA
Registered Investment Advisory firm - (9/19/2005 Approved)
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Contact information

Main Address
5605 Glenridge Drive Suite 300, Atlanta, GA 30342
Mailing Address
Phone number
(404) 843-3100
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/24/2025)
ADV PART II BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts3,214
AUM (Assets Under Management)$ 1,104,703,390

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.

Company Information

LONGVIEW WEALTH MANAGEMENT

CRD#: 136214Atlanta, GA 30342

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