Samuelson I. Drumond

DRUMOND WEALTH MANAGEMENT

Katy, TX

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CRD#: 6874991

Professional summary

Samuelson Itaborai Drumond, CFP®, who also goes by Samuelson Drumond, Samuelson Itaborai Drumond, is a registered financial advisor currently at DRUMOND WEALTH MANAGEMENT located in Katy, Texas.

Samuelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samuelson has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Samuelson Drumond | Samuelson Itaborai Drumond

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) SAMUELSON DRUMOND; INVESTMENT RELATED; 27310 ONSLOW RUN DRIVE, KATY, TX 77494; INSURANCE PRODUCTION; INDEPENDENT INSURANCE PRODUCER; 04/2018; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) SAMUELSON DRUMOND; NON-INVESTMENT RELATED; BRAZIL; REAL ESTATE RENTAL PROPERTY; OWNER-LANDLORD; 04/2023; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; REMOTELY MANAGE PERSONALLY OWNED RENTAL PROPERTY IN BRAZIL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuelson Itaborai Drumond'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

February 23, 2024 - Present

DRUMOND WEALTH MANAGEMENT

RIA

CRD#: 329502

Katy, TX

Past

June 28, 2023 - November 6, 2024

SOVEREIGN WEALTH ADVISORS LLC

RIA

CRD#: 188524

HOUSTON, TX

Past

June 22, 2023 - April 11, 2024

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

January 16, 2018 - June 23, 2023

EDWARD JONES

RIA

CRD#: 250

KATY, TX

Past

December 21, 2017 - June 23, 2023

EDWARD JONES

CRD#: 250

KATY, TX

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

Florida
(8/13/2025)

IAR

Massachusetts
(4/22/2024)

IAR

Texas
(2/23/2024)

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: 1/13/2018

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: 12/21/2017

General Securities Representative Examination

Current Firm

DRUMOND WEALTH MANAGEMENT

DRUMOND WEALTH MANAGEMENT | DRUMOND WEALTH MANAGEMENT LLC

CRD#: 329502 / SEC#:

Florida

Registered Investment Advisory firm - (8/13/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (4/22/2024 Approved)

Texas

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

Katy, TX

Mailing Address

Phone number

(617) 959-2563

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	240
AUM (Assets Under Management)	$ 42,000,000

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.

Contact information

(xxx) xxx-xxxx

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Samuelson I. Drumond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuelson Itaborai Drumond's CRS (Customer Relationship Summary).

Certified licenses

Experience

DRUMOND WEALTH MANAGEMENT

SOVEREIGN WEALTH ADVISORS LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/13/2018

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2017

Current Firm

DRUMOND WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DRUMOND WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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