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SP

Samuel A. Post

POST RESCH TALLON GROUP
Pittsford, NY 14534
Some features on this profile are disabled
CRD#: 6340554
SP

Professional summary

Samuel Alexander Post, who also goes by Samuel A Post, is a registered financial advisor currently at POST RESCH TALLON GROUP located in Pittsford, New York and LPL FINANCIAL LLC located in Pittsford, New York.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Samuel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel A Post

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 Samuel Alexander Post'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

April 29, 2026 - Present

POST RESCH TALLON GROUP

Office #1: 1163 Pittsford-victor Road Suite 240, Pittsford, NY 14534
RIA
CRD#: 156302
Pittsford, NY
Current

April 29, 2026 - Present

LPL FINANCIAL LLC

Office #1: 1163 Pittsford-victor Road Suite 240, Bldg. 4, Pittsford, NY 14534
RIA
BD
CRD#: 6413
PITTSFORD, NY
Past

December 5, 2019 - April 30, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Washington, DC
Past

December 5, 2019 - April 30, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Washington, DC
Past

November 7, 2016 - December 2, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

November 7, 2016 - December 2, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WASHINGTON, DC
Past

January 14, 2016 - September 1, 2016

MORGAN STANLEY

RIA
CRD#: 149777
WASHINGTON, DC
Past

September 24, 2015 - September 1, 2016

MORGAN STANLEY

BD
CRD#: 149777
WASHINGTON, DC

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".
PR
POST RESCH TALLON GROUP
POST RESCH TALLON GROUP | POST RESCH TALLON GROUP, INC.

CRD#: 156302 / SEC#: 801-73147

RIA
Registered Investment Advisory firm - (2/10/2012 Approved)
New York
Registered Investment Advisory firm - (9/5/2013 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(4/29/2026)
RR
Maryland
(4/29/2026)
RR
New York
(4/29/2026)
IAR
Texas
(4/29/2026)
RR
Virginia
(4/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2015
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: 9/24/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PR
POST RESCH TALLON GROUP
POST RESCH TALLON GROUP | POST RESCH TALLON GROUP, INC.

CRD#: 156302 / SEC#: 801-73147

RIA
Registered Investment Advisory firm - (2/10/2012 Approved)
New York
Registered Investment Advisory firm - (9/5/2013 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1163 Pittsford-victor Road Suite 240, Pittsford, NY 14534
Mailing Address
Phone number
(585) 249-1030
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 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

POST RESCH TALLON GROUP (8/12/2025)
PRT ADV 2A 071425 (8/12/2025)

Regulatory assets under management

Total Number of Accounts852
AUM (Assets Under Management)$ 293,093,524

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

POST RESCH TALLON GROUP

CRD#: 156302Pittsford, NY 14534

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