Samuel M. Westers

ABBIT MANAGEMENT CORP

Grand Haven, MI 49417

Some features on this profile are disabled

CRD#: 6883013

Professional summary

Samuel Mason Westers is a registered financial advisor currently at ABBIT MANAGEMENT CORP located in Grand Haven, Michigan.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samuel has worked at 4 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Mason Westers'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

November 17, 2023 - Present

ABBIT MANAGEMENT CORP

Office #1: 16986 Robbins Rd Suite 100, Grand Haven, MI 49417

RIA

CRD#: 110507

Grand Haven, MI

Past

September 13, 2023 - October 20, 2023

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

Grand Rapids, MI

Past

July 21, 2021 - December 31, 2021

BROOKSTONE ASSET MANAGEMENT, LLC

RIA

CRD#: 153467

GRAND RAPIDS, MI

Past

July 21, 2021 - August 25, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

GRAND RAPIDS, MI

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".

ABBIT MANAGEMENT CORP

ABBIT MANAGEMENT CORP | THE ABBIT MANAGEMENT CORP

CRD#: 110507 / SEC#: 801-15995

RIA

Registered Investment Advisory firm - (4/17/1981 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

Michigan
(11/17/2023)

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: 9/30/2019

Uniform Investment Adviser Law Examination

Current Firm

ABBIT MANAGEMENT CORP

ABBIT MANAGEMENT CORP | THE ABBIT MANAGEMENT CORP

CRD#: 110507 / SEC#: 801-15995

RIA

Registered Investment Advisory firm - (4/17/1981 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

16986 Robbins Rd Suite 100, Grand Haven, MI 49417

Mailing Address

Phone number

(616) 842-0280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABBIT MANAGEMENT CORP BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts	465
AUM (Assets Under Management)	$ 252,322,909

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.

Similar Advisors

Eric Berner

LPL FINANCIAL LLC

IAR

HENDERSONVILLE, TN

Neal Gordon

LPL FINANCIAL LLC

IAR

Rockaway, NJ

Paul Weinberg

OPPENHEIMER & CO. INC.

NEW YORK, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Samuel M. Westers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Mason Westers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABBIT MANAGEMENT CORP

ERNST & YOUNG INVESTMENT ADVISERS LLP

BROOKSTONE ASSET MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

Primary Firm SEC Registration

ABBIT MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2019

Current Firm

ABBIT MANAGEMENT CORP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABBIT MANAGEMENT CORP

TRUST BUT VERIFY

Similar Advisors